• The Strategic CFO by FEI

  • By: Chaz Volk
  • Podcast

The Strategic CFO by FEI

By: Chaz Volk
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  • Summary

  • 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).
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Episodes
  • Elevating Women in Finance: The FEI Silicon Valley Women CFOs Awards

    Elevating Women in Finance: The FEI Silicon Valley Women CFOs Awards
    Sep 24 2024
    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.
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    13 mins
  • Data Security Automation: A CFO's Strategic Imperative

    Data Security Automation: A CFO's Strategic Imperative
    Sep 10 2024
    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
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    24 mins
  • Optimism Amid Change: The Future of VC

    Optimism Amid Change: The Future of VC
    Aug 27 2024
    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
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    38 mins

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