Dai Shi, SVP and CFO of Mission Square Retirement, shares her journey from a literature major to a successful finance executive, emphasizing the importance of mentorship, strategic thinking, and effective communication in the CFO role.

Meet Stuart Pasternak, an executive coach and fractional CFO with 30+ years of experience leading finance across industries.

What does it really take to succeed as a modern CFO? In this episode, Dan Fletcher, CFO of Planful, joins host Matt Sledge for a candid conversation that goes well beyond the numbers. From his unexpected start as a journalism major to leading finance at a high-growth tech company, Dan shares the lessons he’s learned about curiosity, communication, and building trust across the business. Whether you’re a seasoned CFO or just starting your finance career, this episode offers a thoughtful, relatable look at leadership in today’s finance world.

A conversation with Diana Saadeh-Jajeh.