CFOs are the unsung heroes of every company. When something needs to be done, and nobody knows whose responsibility it should fall on, it often ends up on their desks. We want to share real stories of CFOs and how they have had success and share best practices so those who are in the industry may be able to learn from their experiences.
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Contact path
Verified email
Booking probability
19%
Guest openness
Selective
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Signup to Generate a PitchCFOs are the unsung heroes of every company. When something needs to be done, and nobody knows whose responsibility it should fall on, it often ends up on their desks.
Recent episodes include "Brandon Buteaux Episode 17" (23 May 2025, 33 minutes), "Catarina Serra Episode 16" (23 May 2025, 33 minutes), and "Doug Dillard Episode 15" (26 January 2025, 39 minutes).
The CFO Story publishes roughly daily, with episodes averaging 32 minutes across 16 episodes.
Booking probability for The CFO Story is 19%, and the host is rated Selective on guests. The CFO Story requires a Pod Score of 80 or higher. The CFO Story's contact route on record: verified email.
The strongest fits for The CFO Story are Accounting, Tax & Payroll. The CFO Story has a business audience.
The CFO Story is a business podcast with 16 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
The CFO Story
<p>In this episode of The CFO Story, host Jason Lee and co-host Sami Abboud welcomed Brandon Buteaux from the Baker Group to discuss innovative approaches to improving company cash flow and bottom-line performance...
The CFO Story
<p>In this episode of The CFO Story Catarina Serra, a former CFO with 24 years of experience in corporate America at companies including Microsoft, GE, Aramco, and Honeywell (Catarina serra The CFO Story...
The CFO Story
<p> Doug Dillard, COO and former CFO, discusses his diverse career journey, emphasizing the importance of collaboration between operations and finance. He highlights his experience at Cosentino, a large surfacing...
The CFO Story
<p> Robson Baker, founder of Fiduciary Benefits Advisors, discusses the complexities and fiduciary responsibilities of healthcare benefits for CFOs. He highlights the increasing lawsuits and financial risks associated...
The CFO Story
<p>Managing Director at VCFO, discusses his extensive background in international tax, venture capital, and valuation. He highlights VCFO's unique approach to business valuation, focusing on risk factors and strategies...
The CFO Story
<p> Katie Doan, a CFO for a private equity group, shares her journey from Vietnam to the US, where she rebuilt her career after starting over in accounting.</p> <p>Despite challenges like cultural differences and...
The CFO Story
<p>Steve Cote, a partner at Brady Chapman Holland insurance, discusses the importance of selecting the right insurance broker and the difference between reactive and proactive risk management.</p> <p>He emphasized that...
The CFO Story
<p>Devin Harris, CFO and manager director of Brazos River South Devon, discusses his extensive experience at GE and his transition to founding Brazos, a firm focusing on early-stage to Series C companies. </p> <p>He...
The CFO Story
<p>CFOs have a diverse set of skills within an organization, who often bring previous experience in other industries and from various roles. We get to hear from Dan on how he leveraged his previous experience into his...
<p>Stephen shares how he grew his career into becoming a CFO in the natural gas compression industry. While Stephen has plenty of experience in this industry, he is fairly new in the CFO role. Stephen shares some of the...
The CFO Story
<p>We want to help CFOs find efficiencies to make their lives easier. Jesse has first-hand knowledge of the things that bog down the CFO Role. In this episode, he shares how he built software on the job that would save...
The CFO Story
<p>CFOs are always tasked with driving the bottom line, and having the right tech stack can do that. Travis talks about how the ever-changing business landscape requires effective integration and deployment of software...
The CFO Story
<p>Bob’s extensive history as an entrepreneur, business banker, and CFO has prepared him to provide truly valuable insights into strategic financial planning for business owners. He has experienced everything from...
<p>In today’s episode, we will hear from Jeff Dupree, financial advisor turned CFO. Jeff shares his journey as his career has transformed, including acquiring his CPA license. Jeff shares some of his wisdom and...
The CFO Story
<p>Sarah has learned through trial and fire in her experiences, having been an entrepreneur and then coming to work for corporations. She went through a transaction as the company's CFO and talked about her experience...
<p>Rob is a CPA, turned business owner who has a wealth of experience spanning from public accounting through corporate roles in industry handling FP and A, forecasting and modeling. Rob started his own business, and...
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