The Strategic CFO by FEI

Hosted by Jan Robertson, The Strategic CFO is the Financial Executives International’s premier podcast. In this show, Robertson will speak with esteemed guests of high-ranking thought leadership to provide meaningful insights and best practices on the financial world. Keeping up to date with modern trends, political climates, and technological advancements Jan and guests will share eye-opening information that can impact the very way you organize your financial fulfillment. The Strategic CFO also is the essential tool for the broad scope of financial executives as engaging with this show will provide Continuing Professional Education (CPE) credits. Tune in, reflect, and leave us a comment on LinkedIn or a review to get your credits today. Financial Executives International (FEI) is a leading association comprised of Members who hold positions as Chief Financial Officers, Chief Accounting Officers, Controllers, Treasurers, and Tax Executives at com

The Strategic CFO by FEI is a business podcast hosted by FEI Silicon Valley, with 34 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

FEI Silicon Valley hosts The Strategic CFO by FEI, a business show with 34 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.

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  The Strategic CFO by FEI

  From CFO to Boardroom: Financial Leaders Must Evolve or Be Left Behind

  Nov 11, 20251h 5mS0

  <p>Kelly Battles is an accomplished board director and former CFO with over 25 years of leadership experience spanning technology, finance, and governance. She currently serves on the boards of Arista Networks, Genesys, Qumulo, and Hello Alpha, where she chairs multiple audit committees, and she is Chair of the Board of Directors at Sunlight Mountain Resort. Kelly previously held executive finance roles as CFO of Quora, Bracket Computing, and Host Analytics, and as Vice President of Finance at IronPort Systems (acquired by Cisco). Earlier in her career, she served in strategic and corporate development roles at HP and as a consultant...

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  The Strategic CFO by FEI

  Triumph with Tech: How AI Empowers Today's CFOs

  Oct 19, 202548 minS0

  <p>In this episode of The Strategic CFO Podcast, Rav Mendiratta discusses how financial leaders can harness emerging AI tools to improve efficiency, accuracy, and strategic insight. Drawing from his dual background in technology and marketing, Rav explains how platforms such as bookkeeping.ai, Quadratic, Julius.ai, and Context.ai are reshaping bookkeeping, data analysis, and reporting for CFOs of both private and public companies. He provides practical examples of AI applications—from automating invoices and producing real-time dashboards to using Gamma for investor presentations and HeyGen for personalized video communications. Rav underscores both the potential and the risks: while AI...

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  The Strategic CFO by FEI

  From the Navy to Wall Street: Lessons in Investment Wisdom

  Sep 14, 202547 minS0

  <p>In this Strategic CFO Podcast episode, host Jan Robertson talks withDaniel Beck, CFA,Financial Professional at Equitable Advisors and former U.S. Navy officer. From hedge fundmanagement to teaching behavioral finance, Beck reveals how behavioral biases shapedecisions, why annuities and risk management matter, and how executives can protectlong-term security. Listeners will learn why asset allocation to risk tolerance—not marketpredictions—is the key to investing success. Connect with Daniel Beck on LinkedIn:https://www.linkedin.com/in/danbeckusna99hbs2009/<br> </p>

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  The Strategic CFO by FEI

  Don’t Leave Free Money on the Table: Tax Insights

  Sep 1, 202544 minS0

  <p>In this episode of the Strategic CFO Podcast, host Jan Robertson interviews Jacob Prentis Wood, Partner at Capstan Tax Strategies, whose expertise lies in unlocking powerful federal tax incentives for small to mid-sized businesses. Speaking directly to financial executives at both public and private companies, Wood underscores the urgency of capturing value from R&D Tax Credits, Cost Segregation Studies, and the 179D Energy Deduction—particularly as legislative changes now require amortization of R&D costs. He highlights that many companies are unaware they qualify, especially startups and manufacturers doing iterative product development or energy-efficient construction. Wood provides compelling ex...

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  The Strategic CFO by FEI

  Valuation Moves That Save Millions

  Aug 12, 202548 minS0

  <p>Family Business Valuation: Avoid the Trap Is your family business planning a transition? Are you gifting shares after receiving an LOI? Could poor timing inflate your tax burden? 💼 Listen to the upcoming episode of the Strategic CFO Podcast. Petra Loer outlines how valuation timing can make or break estate and exit strategies. She explains why gifting or transferring shares before receiving outside indications of value—like a term sheet—is essential for protecting long-term outcomes. </p> <p><br></p> <p>Connect with Petra on LinkedIn: https://www.linkedin.com/in/petra-loer-979b7914 —Petra Loer, Managing Director, Andersen </p> <p><br> </p>

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