
5 Insights for CFOs Seeking the CEO Seat
Especially during times of economic volatility, companies tend to prioritize continuity and institutional knowledge.

Especially during times of economic volatility, companies tend to prioritize continuity and institutional knowledge.

Competitive advantage no longer hinges on the largest tech budgets, but on how well financial strategy and digital capabilities align.

‘We don’t have shareholders, but we are a public charity,’ says Denise Marks, CFO of the CareQuest Institute for Oral Health. “We have to be good stewards of our capital.”

‘Unlike previous disruptions, there’s no real historical parallel to predict confidently what might happen and to what degree,” says Hilary Norris, CFO of GTreasury.

‘The one thing that I wish I’d learned earlier was the idea of selling ideas,’ says Athwal. ‘It’s not innate to most CFOs or finance people.’

In SaaS, “there’s a greater willingness to experiment with customers, prove the product and validate the hypothesis,” says Reltio CFO James Redfern.