What leadership practice most improves finance leaders' effectiveness?
The answers highlight a range of leadership practices—from decisiveness and risk-taking to curiosity and networking—showing finance leaders value both personal mindset shifts and practical team-building approaches.
10 answers
Answers


Tom Steer
Chief Financial Officer · Sokin
Leading by example
Tom Steer says leading by example is 100% his approach, because when growing a team from scratch it lets him build culture and leadership style from the ground up.
The answer starts at 15:05.
CFO THOUGHT LEADER · Listen on Apple Podcasts

Erica Dorfman
Chief Financial Officer · Brex
Learning mindset
Erica Dorfman says coming in with a "learning mindset" has served her well, wanting to become an expert in each new domain as quickly as possible rather than taking years to learn a thing or two.
The answer starts at 33:01.
Run the Numbers · Listen on Apple Podcasts
Todd McElhatton
Chief Operating and Financial Officer · Zuora
Two-way door decisions
Todd McElhatton says he tells his teams to treat most decisions as two-way doors and run through them, since about 90% are reversible and it speeds things up, while one-way doors need more thought and the right leaders.
Run the Numbers with CJ Gustafson · Watch on YouTube

Brittany Cerwin
Chief Financial Officer · The Middleby Corporation
Networking
Brittany Cerwin says networking played a part in her career, letting her get to know finance leaders and presidents and call former public accounting contacts to bounce ideas or find implementation support.
The answer starts at 35:13.
CFO THOUGHT LEADER · Listen on Apple Podcasts

Shiv Verma
Chief Financial Officer · Robinhood
Saying no
Shiv Verma says the mindset he uses is knowing when to say no, recalling a mentor's lesson that the best trade is often the trade you don't make.
CFO THOUGHT LEADER · Watch on YouTube

Jessica Somers
Chief Financial Officer · Aledade, Inc.
Curiosity and listening
Jessica Somers says that when she moved into an operating role and had a lot to learn, it was about being really curious—admitting what she didn't know and asking questions—and, most importantly, listening, including to what wasn't said.
CFO THOUGHT LEADER · CFO THOUGHT LEADER · Listen at 9:55

Jamie Schroeder
Chief Financial Officer · Premium Guard Inc. (Pgi)
Flexible, risk-embracing
Jamie Schroeder says a flexible, risk-embracing mindset was transformational for how he leads, because the best finance leaders know the business well enough to be flexible and take advantage of disruption while keeping guardrails.
CFO THOUGHT LEADER · CFO THOUGHT LEADER · Listen at 38:04

Barbara Larson
Chief Financial Officer · Workiva
Good enough mindset
Barbara Larson says getting comfortable with 'good enough' to move became her standard sooner than she expected, because things don't happen in order and you start making calls before you feel ready.
Workiva · Watch on YouTube

Matthew Ostrower
Chief Financial Officer · Link Logistics
Decisiveness
Matthew Ostrower answers decisiveness: being willing to make hard people and strategy decisions objectively and dispassionately, saying the difference between good and excellent is making many hard decisions decisively.
CFO THOUGHT LEADER · CFO THOUGHT LEADER · Listen at 12:49

Samantha Greenberg
Chief Financial Officer · AlphaSense
Drive operational maturity
Samantha Greenberg says the most important thing a leader can do in their first 30 days is assess what needs to happen to drive operational maturity and then get after it.
CFO THOUGHT LEADER · CFO THOUGHT LEADER · Listen at 44:56





