Explore every episode of the podcast The Strategic CFO by FEI

Adrienne Dale is one of a select few professionals nationwide who deliver Fractional COO services, offering over 20 years of hands-on leadership in scaling and transforming small and mid-market B2B SaaS, service and content businesses. Known for her breadth of functional expertise—spanning operations, software development, enterprise tech integration, finance, and customer loyalty—Adrienne partners closely with CEOs to optimize execution while freeing them to focus on strategic vision. Her unique ability to decode and operationalize insights from complex data has earned her the reputation of a “Data Geek” who consistently uncovers game-changing opportunities hidden within company performance metrics. As Principal of Pivotal LLC and former COO at high-growth firms, Adrienne drives results through data-driven strategy, scalable operations, and a focus on high-performance cultures. LinkedIn:  https://www.linkedin.com/in/adriennedale/

In a recent FEI Silicon Valley Strategic CFO podcast, host Jan Robertson interviewed Dave Daetz, SVP of Corporate Development at Netskope, a cybersecurity leader in SASE (Secure Access Service Edge) technology. Daetz, with 25+ years of experience including roles at Apple and Symantec, shared insights on cybersecurity challenges facing modern enterprises, particularly how organizations struggle with "shadow data" dispersed across cloud environments and SaaS applications. He emphasized Netskope's evolution from addressing shadow IT to providing comprehensive data security solutions, exemplified by their strategic acquisition of Dasera (their 10th acquisition) which expanded their capabilities from unstructured to structured data protection. Daetz highlighted crucial M&A best practices, stressing the importance of strategic clarity, understanding alternative execution paths, and cultural fit for successful integrations. For CFOs managing cybersecurity concerns, he recommended consolidating security solutions to reduce costs and complexity, noting that most security spend is actually on services rather than products. His key message centered on the need for organizations to modernize their security approach for today's distributed workforce and data landscape through cloud-delivered solutions rather than traditional perimeter-based security models. https://www.linkedin.com/in/daetz/ #CyberSecurity #CFOInsights #MergersAndAcquisitions

In a recent episode of FEI Silicon Valley's Strategic CFO Podcast, host Jan Robertson interviews Brett Mock, Chairman of NASDAQ Private Market International Division. Mock highlights the fundamental shift in how companies approach going public, noting they now stay private for an average of 14 years (versus 5 years in 2000) and typically IPO at 5 billion valuations rather than100 million. He explains how NASDAQ Private Market fills a critical gap by providing secondary liquidity solutions for private companies through tender offers and marketplace technology that connects buyers and sellers in a unique "trilateral settlement market." Mock emphasizes the importance of liquidity options for employee retention, founder monetization, and investor capital returns. He addresses market correction concerns, discussing how valuation adjustments for private companies tend to lag public markets. Looking internationally, Mock notes growing demand for private market solutions across Asia, the Middle East, and Europe as entrepreneurial ecosystems develop globally. His key message: private companies can achieve strategic liquidity while maintaining control over their cap table, addressing the growing "duration problem" between the typical 7-10 year VC investment cycle and the extended 14-year timeline to IPO. LinkedIn: https://www.linkedin.com/in/brett-mock-a26a5b8/

Counsel for the Senate Finance Committee, Tony offers crucial insights on the upcoming expiration of key Tax Cuts and Jobs Act provisions in 2025, highlighting that while some elements are permanent (like the 21% corporate tax rate), many individual tax provisions will revert to pre-2017 levels without Congressional action. He explains how Senate reconciliation procedures could extend these cuts through a novel "current policy baseline" approach, potentially making them permanent rather than temporary. Tony details how the interplay between tariff policies and tax legislation is affecting economic stability, noting that even traditionally tax-friendly industries are concerned about recent tariff volatility. His insider perspective on Senate procedures and policy negotiations provides financial executives with valuable foresight as they navigate strategic planning in an uncertain legislative environment. The key message: comprehensive tax planning in 2025 will be essential as companies prepare for potential significant changes to both corporate and individual taxation. Connect with Tony on LinkedIn: https://www.linkedin.com/in/tony-coughlan-8292b839/ #TaxPolicy #CorporateTaxation #FinancialPlanning

Discover how marketing visionary Stuart McFaul is transforming the CFO-CMO relationship through strategic AI implementation. Learn why marketing isn't just a cost center but a crucial ally for financial leaders navigating economic uncertainty. McFaul reveals practical strategies for leveraging AI tools to maintain marketing momentum while cutting costs, positioning companies for investment or acquisition, and even turning downturns into market share gains. Don't miss these actionable insights that bridge the gap between finance and marketing for measurable business growth. #MarketingIntelligence #FinancialLeadership #AIStrategy

Angel Investor Amos Ben-Meir Shares Insights on Silicon Valley Investment Landscape In the latest Strategic CFO podcast, Jan Robertson interviews Amos Ben-Meir, a seasoned investor and board member at Sand Hill Angels and President/Board Director at Silicon Catalyst Angels. Drawing from his background in semiconductor design and experience with six startups (four with successful outcomes), Ben-Meir provides financial executives with valuable perspectives on early-stage investing trends. He highlights the evolution of Sand Hill Angels' investment volume—from 4M in 2014 to peaks of32M in 2021, settling at 10-12M annually post-2022—and discusses their evaluation process for the 150-250 monthly applications they receive. Ben-Meir emphasizes current challenges including high AI company valuations, the "pay-to-play" rounds facing companies with inflated 2020-2021 valuations, and uncertainties surrounding market exits. Notable portfolio successes include Jackpocket (acquired by DraftKings for800M), Beyond Meat (IPO), and innovative companies like Arrow Lane (air cargo transport) and Mentium Tech (edge AI chips). For financial executives navigating today's economic uncertainty, Ben-Meir's key message emphasizes conservative capital deployment while maintaining investment momentum in promising technologies regardless of macroeconomic conditions.  Connect with Amos: https://www.linkedin.com/in/abenmeir/ #VentureInvesting #CFOInsights #SiliconValleyFinance

In this FEI Silicon Valley podcast, Robert Barker, CFO and board member of AI Storm, shares insights from his four-decade semiconductor industry career. Barker emphasizes finding passion, setting goals, and networking as crucial for success. He discusses AI Storm's innovative charge domain technology that cuts power consumption in AI applications, and their pursuit of Series C funding after previously raising $30 million. Barker highlights that successful CFOs must excel at communication and relationship building, while noting concerns about emerging tariffs and the rapid pace of AI development outpacing regulatory frameworks. Connect with Robert Barker at https://www.linkedin.com/in/robert-barker-mba-cma-73bb537/

Sean Randolph, Senior Director at the Bay Area Council's Economic Institute and former senior federal official, discusses how AI is reshaping Silicon Valley. Randolph's insights are particularly valuable as they come from his role leading the Council's research and strategy arm, which produces credible data and recommendations for both business leaders and policymakers. Drawing from his extensive government and business experience, Randolph addresses critical issues facing financial executives, including AI regulation challenges in California, international competitiveness concerns with China, and the potential merger between the Bay Area Council and Silicon Valley Leadership Group.  He underscores the critical balance needed between innovation and regulation in AI development, while maintaining Silicon Valley's global competitive edge.  LinkedIn: https://www.linkedin.com/in/sean-randolph-114a3710/

Inside Story: A Recent Cybersecurity M&A Deal featured Jan Robertson interviewing Ani Chaudhuri, founder of Dasera, and Dave Daetz, SVP of Corporate Development at Netskope. The discussion focused on Netskope’s acquisition of Dasera, highlighting the strategic alignment and cultural fit that facilitated the deal. Ani shared Dasera’s innovative approach to data security posture management (DSPM), while Dave explained how the acquisition bolstered Netskope’s structured and unstructured data capabilities within its SASE framework. Both emphasized the value of trust, early relationship building, and clear strategic alignment in successful M&A transactions.  Ani Chaudhuri VP Product Netskope https://www.linkedin.com/in/anionline/ Dave Daetz SVP, Corporate Development Netskope https://www.linkedin.com/in/daetz/

Christina Bui is Managing Director of Robert Half's retained executive search practice, bringing over three decades of experience across technology, healthcare, private equity, and venture capital sectors. Her remarkable journey began as a refugee from Vietnam during the fall of Saigon, where she and her family started from scratch, not knowing English, to build successful careers in America. She serves on multiple boards, including Son Foods, and advisory positions at Johns Hopkins Carey Business School and Fulbright University Vietnam. As a founding board member of How Women Lead, which has grown to 25,000 members nationwide, she demonstrates her commitment to breaking barriers for women in leadership. In her conversation with Jan Robertson, Bui emphasized several critical insights for financial executives. She highlighted the evolving challenges CFOs face, including the visibility gap, where finance leaders often remain behind the scenes focused on numbers rather than building their professional brand. She provided practical examples of career advancement, such as her own path to board seats, which began with an ad tech startup and expanded to include a 71-year-old fish sauce company and various Vietnamese founder-led companies. Bui addressed specific needs for aspiring board members, recommending: building a network of 15-20 trusted advisors (including bankers, auditors, and lawyers), taking leadership roles in professional organizations, and maintaining an active LinkedIn presence. She emphasized key risks in the profession, including the perception challenge in recruiting young talent who view accounting as "boring" rather than strategic and technology-driven. The conversation also touched on current challenges like AI integration, system transitions (such as moving from QuickBooks to NetSuite), and post-election market dynamics affecting hiring and M&A activities. Key Message: Success in today's financial leadership landscape requires being "unabashedly visible," building strategic relationships, and embracing technology while maintaining a forward-thinking perspective that goes beyond traditional finance roles. LinkedIn Profile: https://www.linkedin.com/in/christina-bui-0922184/

In this Strategic CFO Podcast episode, Andrej Suskavcevic, President and CEO of Financial Executives International (FEI), discusses the evolution and impact of FEI in serving financial leaders. Drawing from his two-decade journey in the organization, Suskavcevic highlights FEI's response to critical industry challenges, including the accounting talent shortage, technological disruption, and cybersecurity threats. He emphasizes FEI's proactive approach through initiatives like their upcoming AI conference, FinTech Innovations Expo, and a groundbreaking skills gap research study with USC. The interview reveals FEI's dual focus on serving both public and private companies through specialized programs, including the Corporate Reporting Insights Conference for larger public companies and leadership summits for mid-market private companies. Suskavcevic stresses the organization's commitment to practical, implementable solutions, particularly in emerging areas like M&A preparation, cybersecurity, and virtual team management. His key message centers on FEI's role as a "cliff notes of corporate finance," helping members navigate complex challenges through peer networking, educational resources, and strategic advocacy. The organization's success, he notes, stems from its strong listening skills and ability to anticipate and address members' evolving needs in a rapidly changing financial landscape. LinkedIn: https://www.linkedin.com/in/andrejsuskavcevic/

Theresa Matacia, CFO of Momentum for Health and winner of FEI Silicon Valley's CFO Women of the Year award, brings over 35 years of diverse financial leadership experience spanning investment banking, public companies, and nonprofits. In her compelling interview, she shares her journey from a 15-year career as an equity analyst to becoming a strategic CFO for the past two decades. Matacia highlights the critical importance of building trust with CEOs and leading change management, illustrated through her successful implementation of NetSuite ERP at Momentum for Health despite initial organizational resistance. She addresses key challenges facing financial leaders, including managing revenue concentration risk (with 90% of funding from a single government source), turning around financially distressed organizations, and the complexities of nonprofit financial management where generating a surplus is essential for sustainability. A particularly valuable insight for aspiring CFOs is her emphasis on comprehensive business understanding beyond finance, including operations, marketing, sales, and HR. Her practical advice for women in finance - "never take no for an answer" - is backed by her own experience fighting "tooth and nail" in male-dominated spaces. The key message: successful CFO leadership requires a combination of strategic vision, change management skills, and the ability to build strong relationships while maintaining unwavering attention to financial fundamentals. Learn more about Theresa's journey and insights at https://www.linkedin.com/in/tmatacia/

FEI Silicon Valley's Strategic CFO Podcast features Anish Srivastava, CEO of Vinaj Ventures and Venture Partner at Swisscom Ventures, sharing insights on AI investments and market dynamics. Drawing from his experience at Citi Ventures and JP Morgan Chase, Srivastava discusses the market correction from 2021-22 and how major tech companies are investing billions in AI alongside continued VC activity. He addresses the emergence of AI tools in financial operations, advocating for a measured approach beginning with non-critical functions while maintaining human oversight. Connect with Anish at https://www.linkedin.com/in/anishksrivastava/ Connect with Anish at https://www.linkedin.com/in/anishksrivastava/

Michelle DeBella, CFO of JumpCloud and recipient of FEI Silicon Valley's Women's CFO of the Year Award, shares valuable insights on navigating financial leadership in high-growth tech environments. With experience at HP, Uber, and Lyft, DeBella emphasizes the evolution of the CFO role beyond traditional finance, highlighting the critical balance between growth and profitability in venture-backed companies. She discusses JumpCloud's path to cash flow neutrality/profitability while scaling globally across 150+ countries, stressing the importance of strategic partnerships (AWS, Google Cloud) for efficient expansion. DeBella provides a compelling perspective on modern CFO challenges, including managing remote global teams, implementing automation for scalability, and leveraging data analytics for strategic decision-making. Her approach to financial transformation focuses on building enduring, self-sustaining business models while preparing for potential capital market opportunities. A key message for financial executives: tomorrow's CFO must evolve from technical expert to strategic business partner, balancing traditional financial oversight with broader operational leadership and technological innovation.  Connect with Michelle DeBella at https://www.linkedin.com/in/michelle-debella/

Rahul Kuruvilla, founder and CEO of Triune Informatics, shares insights from his journey as an IT staffing entrepreneur in Silicon Valley. With a background in economics and computer science, Kuruvilla founded Triune in 2005, focusing on talent acquisition and IT staffing. He emphasizes transparency, honesty, and quality service as key differentiators in a competitive market.  Kuruvilla addresses the current job market's softness, noting the shift from an employee's to an employer's market. He stresses the importance of negotiation skills, adapting to market conditions, and maintaining a long-term perspective in career growth. As an active member in diversity and inclusion initiatives, Kuruvilla also discusses his involvement in various boards and chambers of commerce. The key message is the value of building strong relationships in business and personal growth, and the importance of continuous learning and adaptation in the evolving tech industry. 00:00 Started corporate career at Peoplesoft, then entrepreneurship. 06:40 Fifth recognition felt special being Fremont-based. 07:54 Adding value through IT experience and partnership. 12:49 Maintain consistent service quality for all clients. 15:27 Long-term client success led to wider opportunities. 17:57 Unbelievable years; high demand for project staff. 22:11 Optimistic about market energy despite unchanged fundamentals. 24:12 Many talented people facing current employment challenges. 27:43 Negotiate differently in life: cars vs. jobs. 32:22 California labor laws complicate hiring contractors, compliance essential. 35:07 Different rules for cop to cop vs. W2. 37:59 Yearly executive education courses are life-changing. 41:35 CFO roles now encompass leadership and strategy. 44:21 Bay Area businesses prioritize diversity and inclusion. 47:11 Improving minority business connections and leadership decisions. 50:17 Grateful guest; enjoyed conversation; offers help. About Rahul Kuruvilla: Rahul Kuruvilla is the President and Founder of Triune Infomatics, Rahul brings 15+ years of technology experience to Triune. He has used his past consulting experience to help create an environment in which our aim is to treat people (employers, consultants, employees, etc.) as he would like to be treated. With a Bachelors in Economics and a MS inComputer Science, Rahul is very involved with the business and technology side of Triune. Connect with Rahul Kuruvilla: https://www.linkedin.com/in/rahulak/

Scott Taylor, the current president of FEI Silicon Valley Chapter, brings a wealth of experience to his role as a financial leader. In this podcast, Taylor emphasizes the importance of lifetime learning and professional development for CFOs, highlighting FEI's role in providing valuable educational opportunities through seminars, dinner meetings, and online training sessions. He discusses the chapter's focus on emerging trends like artificial intelligence, addressing the need for CFOs to stay ahead in a rapidly evolving financial landscape. Taylor also outlines strategies for membership growth, including attracting high-profile speakers and offering discounted memberships, which speaks to the challenge of talent management and networking in the competitive Silicon Valley market. He stresses the importance of community involvement and giving back, drawing from his experiences with organizations like Bay Bio Institute and St. Francis Memorial Hospital. The key message is clear: active participation in FEI Silicon Valley offers CFOs a unique opportunity to enhance their skills, expand their network, and contribute to their professional community. 00:00 Career span: internal audit, corporate, public accounting. 05:33 Participated in CPA networking and education events. 08:59 Venture capital in AI peaked, now declining. 10:54 Live events with renowned speakers boost membership. 15:55 Betty Yee running for governor in 2026. 17:22 Balancing budget through sponsorships and membership growth. 22:03 Foster community by volunteering and networking opportunities. 24:17 Appeal to partners for speaker suggestions. About Scott Taylor: Scott Taylor is the current president of the Financial Executives International (FEI) Silicon Valley Chapter, leading a premier organization for financial executives in one of the world's most dynamic business regions. As an experienced financial professional, Taylor balances his leadership role at FEI with several other significant positions. In his professional capacity, Taylor serves as an independent contractor for BPM, where he acts as a concurring partner reviewer for former audit clients. His expertise is further utilized as a Board member of Financial Administrative Support Services, a for-profit outsource accounting firm focused on nonprofit organizations in the South Bay. Taylor's commitment to community and industry extends beyond his primary roles. He sits on the audit committee for Marin General Hospital in the North Bay, contributing his financial acumen to the healthcare sector. Additionally, he volunteers as a Board member for Killing My Lobster, a San Francisco sketch comedy organization, demonstrating his support for the arts. Maintaining an active CPA license, Taylor continues to be a valuable contributor to the financial industry. His insights and expertise, particularly in the life sciences sector, have been shared through articles on accounting trends for biotech companies published in industry periodicals. Connect with Scott Taylor:   https://www.linkedin.com/in/scotttaylor10/ Learn more about FEI Silicon Valley here: https://www.financialexecutives.org/Network/Chapters/Silicon-Valley/Home.aspx?gad_source=1&gclid=Cj0KCQjwsJO4BhDoARIsADDv4vBJxpZZnKWcxZdQOiUqxU8Lu0fSdB2OcQuvnKEgHGElZC89fj17WKgaAh4KEALw_wcB

The CFO of DroneDeploy joins Jan Robertson to talk about all things start up including fundraising, strategic planning, and venture capital in general. M.G. Thibaut is the recipient of the Women's CFO of the Year Award and is regarded in high manner within her network. Robertson learns about her tactful approach to creating success and what makes startups work in Thibaut's world. 00:00 CFO of DroneDeploy, reality capture software business. 05:28 Recognition validated my effort as a startup CFO. 08:45 Join us as a speaker for CFO journey. 12:19 Chose Greylock offer, faced fundraising challenges, layoffs. 16:05 Consider judging on committee; event in October. 17:04 Visit website or LinkedIn for more information. About M.G. Thibaut: M.G. Thibaut is a CFO with over 15 years of experience steering early- to mid-stage venture-backed companies through their most critical growth phases, from Series A to Series E funding rounds. Her expertise lies in building operational foundations that drive growth and ensure scalability. M.G. has a deep command over diverse functions including Finance, Accounting, Business Operations, Human Resources, Legal Affairs, Data Analytics, Business Development, and Revenue Operations. Through her leadership, she has implemented robust systems that have consistently propelled companies to new heights. Throughout her career, M.G. has held pivotal roles where she has not only navigated complex financial landscapes but also driven strategic initiatives that have had a lasting impact on the organizations she has served. Her comprehensive approach to operations and finance has made her a trusted partner to CEOs and a linchpin in the executive teams she has been a part of. M.G. holds a Bachelor’s degree from Stanford University and an MBA from the Tuck School of Business at Dartmouth. Outside of her professional endeavors, she is a dedicated mother to two daughters, aged 10 and 14, and resides in San Mateo. A passionate cook and an avid runner, she is currently training for her first half-marathon in over 15 years. Her achievements have been recognized industry-wide, including being awarded the Woman CFO of the Year by FEISV in 2023 and being named one of the Most Influential Women in Bay Area Business in 2021 by the Bay Area Business Journal. M.G.’s insights and thought leadership have been featured in various publications, solidifying her reputation as a leader and innovator in the finance and operations domain. Learn more about FEI Silicon Valley here: https://www.financialexecutives.org/Network/Chapters/Silicon-Valley/Home.aspx?gad_source=1&gclid=Cj0KCQjwsJO4BhDoARIsADDv4vBJxpZZnKWcxZdQOiUqxU8Lu0fSdB2OcQuvnKEgHGElZC89fj17WKgaAh4KEALw_wcB

Female leader Jan Robertson recognizes Manpreet Grover of SOAProjects for her FEI Silicon Valley Women CFO's of the Year Award. As the visionary of the award, she discusses the inspiration, purpose, and meticulous criteria for recognizing outstanding women CFOs across various company sizes and disciplines. 00:00 Creating an award to recognize women in CFO roles. 04:31 Evaluating nominees based on leadership and impact. 07:22 Seeking sponsors to support women in leadership. 10:16 Committee values strong nominees, regardless of origin. About Manpreet Grover: Manpreet Grover is the CEO and CFO of SOAProjects, a leading professional advisory firm. She has over three decades of auditing, advisory, and company management experience. She has been instrumental in the growth and development of SOAProjects, leading market strategies, fostering the firm’s fundamental values, motivating, and nurturing the professionals, and delivering outstanding service to clients. Under her direction, SOAProjects has received numerous awards including Fastest Growing Private Company and recognized as the Number 1 Best Place to Work in the Bay Area for midsize companies. Additionally, Manpreet serves as an Executive Board Member at Aiver.ai , guiding the SaaS start-up to become a leader in risk intelligence and predictive analytics, offering cutting-edge technology solutions in internal audits and compliance services to aid companies in managing and mitigating potential vulnerabilities.  Manpreet's professional accomplishments have been consistently recognized with numerous accolades, including the 2014 Businesswomen of the Year Award from the San Jose Silicon Valley Chamber of Commerce, the Women of Influence award in 2016, and the Women to Watch Award in 2019. Manpreet continues to make impactful contributions to the professional community through public speaking and being featured speakers sharing her insights and experiences at various industry and professional organization events. She has been a President of the Silicon Valley Chapter of Financial Executives International (FEI) for the past two year, where her efforts are instrumental in networking and advancing the careers of finance professionals. Her commitment to advancing women in business extends beyond her company, as she is the driving force behind the FEI Silicon Valley’s Women CFOs of the Year Awards. This prestigious event recognizes the incredible contributions of women in the accounting and finance fields, and their achievements in leading, inspiring, and motivating others. Through her work with FEI and SOAProjects, Manpreet continues to inspire and pave the way for future women leaders in the business world. Her efforts underscore her belief in the importance of diversity and inclusion in fostering innovation and driving business success. Her advocacy for women in leadership is further exemplified in her involvement with Chief, a network dedicated to elevating women to leadership positions. Learn more about FEI Silicon Valley here: https://www.financialexecutives.org/Network/Chapters/Silicon-Valley/Home.aspx?gad_source=1&gclid=Cj0KCQjwsJO4BhDoARIsADDv4vBJxpZZnKWcxZdQOiUqxU8Lu0fSdB2OcQuvnKEgHGElZC89fj17WKgaAh4KEALw_wcB

In our latest "Strategic CFO" podcast, Dasera CEO Ani Chaudhuri reveals how automation can revolutionize your data protection strategy. Learn how automating 95% of routine work allows your security team to focus on high-value tasks, improving efficiency and reducing risks across organizations of all sizes. "Automation improves the quality of life of humans," says Chaudhuri. "Instead of doing manual repetitive work, which is best effort, you can then focus on high quality work by automating stuff that is happening every day over and over again." 💼 Tune in to discover how automation can transform your role as a strategic financial leader in our data-driven economy. About Ani Chauhuri: Ani Chaudhuri is an award-winning executive and entrepreneur with a track record of building successful products, businesses and teams. Ani is driven to bringing important solutions to market, and has founded four technology companies to date: eCircle acquired by Reliance in India, Opelin by Hewlett-Packard, Whodini by Declara and Dasera where we are helping build trust between consumers and companies by enabling safe use of sensitive data. Prior to Dasera, Ani worked at McKinsey, HP and Tata Steel.  Ani Chaudhuri’s LinkedIn: https://www.linkedin.com/in/anionline/ Ani Chaudhuri’s Twitter: https://twitter.com/aniat140 Dasera’s LinkedIn: https://www.linkedin.com/company/daserainc/ Dasera’s Twitter: https://twitter.com/daserainc

Join Jan Robertson, host of The Strategic CFO and CEO of Sival Advisors, as she explores the turbulent realm of venture capital. Unlike most VCs, Alex Kiani of Coolwater Capital, has a more optimistic tone towards fundraising, market traction, and funding for the start up world. Kiani discusses the value of having a selective accelerator program and discusses how high performance teams can change the course of a start up's potential. 00:00 Federal Reserve sought auditors during Covid. Joined Carta. 03:28 Coolwater Capital accelerates emerging VC funds. 07:17 Most funds from Europe, Israel, South America. 12:38 Challenges in fundraising during slower economic times. 16:07 Individuals in Dubai, rise of fundless sponsors. 19:39 Funding harder to get, diligence more important. 22:53 Stock market, economy, valuation, exits, accelerator program. 25:14 Guiding startups without holding their hand tightly. 29:15 AI facilitates development, particularly in science. 31:08 Efficient problem-solving for traction in technology. 33:39 Potential market trends in election year. Tech-focused ventures. 37:01 Optimistic outlook from Alexander Chiani at Coolwater. Bio: Alex Kiani is the Head of Operations at Coolwater Capital, the world’s largest global accelerator for emerging managers and an active fund of funds. With a rich background in professional services, Alex has experience in legal, tax, and audit roles. He served as an Auditor at the Federal Reserve Bank of San Francisco during the COVID-19 crisis and held the position of Assistant Controller at Carta, focusing on their Venture Capital product.  Alex earned his Bachelor’s degree in Business Administration with a concentration in Accounting and is a licensed CPA. His personal interests include free diving, basketball, and spending quality time with family and friends. He has also made significant contributions to the financial industry as the former President and current Chairman of the FEI Rising Stars Advisory Board, a Board member of FEI Silicon Valley, and Co-chair of the Academic Relations Committee. LI Profile: linkedin.com/in/alexanderkkiani

Jan Robertson of Sival Advisors brings on Touraj Parang to take a deep dive into the decision-making and headspace of industry leaders shaping the financial landscape of innovative companies. As the president and COO of Serv Robotics, Parang is responsible for groundbreaking delivery operations in Los Angeles and beyond. He even gives us a window into exciting milestones the company aims on taking. Touraj draws from his book "Exit Path" and applies the wisdom he has gained over the years to this insightful conversation. 00:00 Serving robotics president thanks for invitation. 05:38 Startups face challenges, especially in funding. 06:36 Robots use Nvidia chips, faced funding challenges. 10:03 Choosing SPAC over retail investors; clean transition. 13:53 Robots not meant for carrying humans. Resilient. Cute. 17:40 Struggle with monetization led to company closure. 22:32 Investors and founders avoid discussing crucial topics. 23:57 Investors respond to signals, focus on winners. 27:53 GoDaddy acquired 40 startups, emphasizes stakeholder alignment. 30:46 Successful cash flow breakeven requires strategic planning. 35:01 Responsible for supporting deals, not decision makers. 37:49 Conclusion About Touraj Parang: Touraj Parang is a serial entrepreneur and technology executive with a distinguished track record in high-stakes M&A transactions, strategic partnerships, and driving innovation across public and private companies. With over 25 years of experience in scaling high-growth technology ventures, Touraj has successfully co-founded and served as a key executive for five venture-backed startups, including a Nasdaq listing and multiple acquisitions. Touraj's career is marked by strategic roles, including his 7-year executive tenure with GoDaddy, where he spearheaded eight landmark M&A transactions, significantly bolstering the company's market position and financial profile. Currently serving as the President and COO at Serve Robotics, Touraj is pioneering sustainable, self-driving delivery services that are shaping the future of robotics in logistics. Additional info to highlight: Touraj is also the author of "Exit Path: How to Win the Startup End Game," a critical resource for entrepreneurs, startup leaders, and those who advise them. The book draws from Touraj’s extensive Silicon Valley experience as a serial entrepreneur, technology executive, venture capitalist, and corporate attorney. It's designed as a comprehensive playbook for startups at various stages, offering deep insights into strategic exit planning and acquisition processes.

FEI Silicon Valley’s past president, and a past member of the National IT Advisory committee, George de Urioste, joins Jan Robertson on the Strategic CFO to bring years of experience in governance, strategy, and business wisdom. Urioste shares pivotal moments in his colorful career illustrating the intricacies and nuances of memorable moments. George also gives Jan a look into his best practices for board management and leadership. 00:00 Podcast discusses Silicon Valley's business and government. 03:13 CFO shares pivotal moments in company growth. 06:53 Differences between public and private company dynamics. 10:21 Positive board experiences, but contention over CEO decision. 15:05 To report effectively, CFO must provide context. 17:02 Choose meaningful KPIs, anticipate and share insights. 23:06 Board oversight of cybersecurity becomes crucial now. 24:46 Cybersecurity education for CFOs, future trends. 27:59 Emphasize questions, define risks, seize opportunities strategically. About George de Urioste: George currently serves as a Board Director at two companies. The first one is HeartBeam, Inc. a publicly traded medical device company and Roambee Corporation, a private company in the supply chain intelligence business. He also does CFO consulting for a cyber intelligence company. His Board roles include ten Board & seven audit committee chairman roles. Overall, George has CFO or COO, Board, and advisor experience at 13 public and private companies. His experience with includes 3 IPOs and substantial M&A (both on the buy & sell side) and has raised over $½ billion in capital. George is a CPA and has an MBA from CAL and undergraduate degree from USC, where he was also a member of the tennis team. In addition to his professional accomplishments, George is a past member of the National IT Advisory committee for President George W. Bush and met with the president at the White House on matters related to technology and tax policy. He was also selected by Stephen Forbes to present at Forbes magazine’s annual CFO conference. George has been interviewed in The Wall Street Journal regarding CFO and Board roles. And more recently The Wall Street Journal published a fun article about the family history of his 100-year-old antique car. And, most importantly, George is a past president of FEI in Silicon Valley and served on FEI’s national board of directors for two years.

Christine Russel shares her dynamic and inspiring career highlights with Jan Robertson, host of The Strategic CFO podcast. Playing a pivotal role in an IPO of Persistent Software, she stands as an esteemed leader who has been on recognizable boards. Robertson learns of Christine's journey in this eye-opening episode. 00:00 President Fei Silicon Valley shares non-traditional journey. 05:01 Took CFO job without prior experience, succeeded. 09:28 Recruited for IPO, varied roles in technology. 10:39 Saying yes to opportunities can be rewarding. 14:55 Networking key to success, challenges for women. 19:51 CEO's seek audit committee chair for CFO. 23:41 CFOs and directors protect CEOs from activists. 25:57 DNO insurance should match potential lawsuit claims. 27:43 Create concise board bio, avoid common mistakes. 33:23 Encountered eGain CEO at wine cellar conference. 35:36 Authorship uncertain, but will commit with reservations. About Christine Russel: Christine Russell has been a financial executive in technology businesses in Silicon Valley for over twenty-five years with experience in both emerging and larger firms, public, venture and private equity backed.  Since 2005, Ms. Russell has served as Audit Committee Chair of the Board of QuickLogic Corporation (Nasdaq: QUIK), a fabless semiconductor and IP company offering AI for voice and sensor processing. She has served on the Board of eGain Corporation (Nasdaq: EGAN), a customer engagement cloud solutions company, as Audit Committee Chair, since February 2017. She joined the board of AXT Corporation (Nasdaq: AXTI) in December 2019. AXT designs and manufactures high performance semiconductor substrates.  Ms. Russell performed as CFO of PDF Solutions, Inc. (Nasdaq: PDFS) offering process design technology for semiconductor companies since July 2018. Prior companies include UniPixel, Inc, a manufacturing of touch sensor films, which was sold to a China based firm; Vendavo, Inc., a SaaS based pricing and margin optimization software company serving the Global 2000.   She was CFO of EAG, Inc. (Evans Analytical Group), a global provider of analytical testing for technology companies. She was the finance lead in the acquisition of 7-laboratories creating a new company division.  Prior to EAG, she served in the roles of both CFO and EVP Business Development at Virage Logic (Nasdaq: VIRL), a semiconductor intellectual property company which was sold to Synopsys.    Prior positions include CFO for OuterBay Technologies, a database archiving software company, which was sold to HP in 2006. She was CFO of Ceva, Inc. (Nasdaq: CEVA), a DSP IP company, where she introduced the LSE traded company to the US investing public as it became listed on Nasdaq.  She completed successful IPO’s for Persistence Software (Nasdaq: PRSW), and Valence Technology (Nasdaq: VLNC). Ms. Russell also served as CFO of Cygnus Solutions (sold to Red Hat), one of the first open-source software companies.  She is Past President of Financial Executives International, Silicon Valley Chapter (FEI), Past President of National Assn. of Corporate Directors, Silicon Valley Chapter (NACD) and Past President and Board member of Silicon Valley Directors Exchange (SVDX). Ms. Russell holds a B.A. and M.B.A. from the University of Santa Clara.

Glenn Gow, an AI thought leader & keynote speaker, discusses how CFOs can leverage AI for financial forecasting, automation, fraud detection, and M&A. He stresses the importance of CFOs becoming proficient in AI tools to stay competitive, while ensuring human oversight when using generative AI for critical decisions. Glenn believes CFOs must embrace AI to drive efficiency and strategy, or risk falling behind rivals.  00:00 AI categorized as generative and traditional technologies.05:39 AI simplifies processes, aids error detection, and analysis.06:45 Software vendors racing to offer powerful AI tools.10:02 Use Excel to calculate z scores for transactions.16:53 Fact-check sources, verify accuracy, AI limitations apparent.20:59 Leverage software tools for efficient deal origination.23:25 Sophisticated buyers use Medoxo for due diligence.28:05 AI risks in lawsuits over copyrighted content.31:44 Chat CBT settings protect data privacy concerns. Microsoft and Adobe offer enterprise solutions.33:55 CFOs need to adapt to rapid change.36:36 Fei Silicon Valley's exciting quarterly AI events. About Glenn Gow: Glenn is a sought-after speaker on AI and has spoken at The Wall Street Journal AI Conference, the National Association of Corporate Directors, MIT/Stanford Venture Lab, Harvard Business School, and many more places. He writes an AI column for Forbes and has been published in Directors & Boards, Directorship (NACD), CIO Magazine, Inc. Magazine, and InfoWorld. As a CEO for 25 years, he advised numerous leading tech companies including Apple, Google, Microsoft, and many more, on strategy.

Jan Robertson of SiVal Advisors steps it up by interviewing former California state controller Betty Yee. Going head on into the financial and economic issues shaping our state, Yee reflects on past initiatives and how she and her colleagues shaped the financial landscape of present-day California. Before being a gubernatorial candidate, Betty started from humble beginnings. Robertson learns about Betty's rise and her exciting unique trajectory how she impacted the intersection of politics and finance. 00:00 Early financial responsibility shapes views on integrity. 05:56 Leading HIV/AIDS public health advocate and influencer. 09:27 Improving efficiency, affordability, and sustainability in housing. 11:27 Climate crisis impacts, inclusive governance, resource distribution. 16:27 Stock options, budget challenges, reserves, Governor Newsom. 19:53 Mentored by old school legislators, advocating efficiency. 21:25 Preparing for technological advancement to benefit Californians. 26:22 AI shifts tasks, frees up time. Accelerates services. 30:28 Californians struggle with high housing costs. 33:23 AB 5 and worker support during crisis. 35:09 Concern for workers and unemployment insurance program. 40:46 Support for California's public university system essential. 42:54 Focusing resources on intentional recruitment and partnerships. 45:30 Digital equipment barriers addressed through public-private partnerships. 48:33 MBI feels like family, navigating many challenges About Betty Yee: Betty Yee is one of California’s top experts on the state budget and government accountability. As State Budget Director and State Controller, Betty showed what competent, accountable government can do. She took on big corporations, fought discrimination in our tax code, and discovered more than $7 billion in improper spending. She’s running for Governor because she knows we have the power to make California add up for all of us again. Standing Up for Her Family: A Leader from the Start Betty was born in San Francisco to Chinese immigrant parents. Her family lived in a one-room apartment behind the family’s dry-cleaning business. Betty’s parents didn’t speak English, so at age eight, she began managing the books at the family dry cleaners–dealing with suppliers and banks to get things done. Raising Wages and Fighting for Economic Opportunity as the Governor’s Budget Director As Governor Gray Davis’s Budget Director, Betty led development of the state budget and shepherded it through the legislature. She fought for economic opportunity for all, established a minimum wage for home care workers, and made groundbreaking environmental progress–working to protect the Delta and requiring automakers to limit carbon emissions. ● Uncovering $7.3 billion in mismanaged spending and redirecting it toward real progress. ● Ensuring California did no external borrowing to pay the state’s bills. ● Taking on life insurance companies, forcing them to pay death benefits to surviving families. ● Preserving the retirement security of 3 million Californians, including 1 million teachers. ● Spearheading the state Foster Youth Tax Credit to provide vital assistance to foster youth. ● Conducting a robust outreach and education program for small businesses, connecting them to federal, state, and local resources. ● Protecting thousands of jobs during COVID, by working to keep the state’s ports solvent. ● Shuttering the last state oil platform in the Santa Barbara Channel. ● Standing up to the Trump Administration to defend our coastline. ● Leading the work of the nation's largest public pension funds towards their net-zero pledges for their investment portfolios.