In this episode of The Role Forward, host Joe Michalowski welcomes CJ Gustafson, CFO of PartsTech and the mind behind Mostly Metrics. They dive into the intricacies of annual planning, a critical period for finance professionals. CJ shares his unique journey from M&A consulting to private equity and finally to his current role, emphasizing the importance of understanding business models and resource allocation.The conversation shifts to the practical steps of strategic planning. CJ outlin...
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In this episode of The Role Forward, host Joe Michalowski welcomes CJ Gustafson, CFO of PartsTech and the mind behind Mostly Metrics. They dive into the intricacies of annual planning, a critical period for finance professionals. CJ shares his unique journey from M&A consulting to private equity and finally to his current role, emphasizing the importance of understanding business models and resource allocation.The conversation shifts to the practical steps of strategic planning. CJ outlin...
Modern Finance Tech Stack Q&A with Spiff, XYZ Capital, and Mosaic
The Role Forward: A Strategic Finance Podcast
54 minutes
2 years ago
Modern Finance Tech Stack Q&A with Spiff, XYZ Capital, and Mosaic
In this episode of The Role Forward, host Joe Michalowski brings together a panel of industry leaders for a Q&A-style discussion. The guests include Bijan Moallemi, Co-Founder and CEO at Mosaic, Chauncey Kerr Hamilton, Partner at XYZ, and Jeron Paul, CEO of Spiff. The conversation revolves around board management, investor communications, and effective strategies for keeping the board up to speed.The panelists delve into the intricacies of board meetings, emphasizing the importance of sto...
The Role Forward: A Strategic Finance Podcast
In this episode of The Role Forward, host Joe Michalowski welcomes CJ Gustafson, CFO of PartsTech and the mind behind Mostly Metrics. They dive into the intricacies of annual planning, a critical period for finance professionals. CJ shares his unique journey from M&A consulting to private equity and finally to his current role, emphasizing the importance of understanding business models and resource allocation.The conversation shifts to the practical steps of strategic planning. CJ outlin...
