Category:
Navigating Growing Pains

“Ask Me Anything” with CFO Jeff Epstein of Apex and formerly of Oracle (2008-2011)

“Ask Me Anything” with CFO Jeff Epstein of Apex and formerly of Oracle (2008-2011)

January 22nd, 2022 by

From his former role as CFO of Oracle to his current position as co-CEO + CFO of a SPAC, Jeff Epstein has earned plenty of scar tissue with invaluable experience as a CFO for both private and public companies. Jeff shares his views on CFO best practices, navigating the transition from public to private, the “why” of SPACs, and more.

“Ask Me Anything” with CFO Jeff Epstein of Apex and formerly of Oracle (2008-2011)

January 22nd, 2022 by

From his former role as CFO of Oracle to his current position as co-CEO + CFO of a SPAC, Jeff Epstein has earned plenty of scar tissue with invaluable experience as a CFO for both private and public companies. Jeff shares his views on CFO best practices, navigating the transition from public to private, the “why” of SPACs, and more.

“Ask Me Anything” with CFO Tim Bixby @ Lemonade

January 21st, 2022 by

Despite a global pandemic and recession, CFO Tim Bixby recently helped steer Lemonade to one of the best IPO debuts of 2020.  Having traveled the entire startup-journey through IPO more than once (LPSN, SSTK), Tim has the critical experience and insight into the leadership and strategy necessary to be a successful CFO.

Leading Through Crises and Downturns in a Remote World

January 21st, 2022 by

Complimenting as well as contrasting points of view by Dave Dorman and Sid Sijbrandij were shared with leaders of The Circle on how leaders can be available, communicative, and vulnerable to drive desired attitudes and behaviors throughout the organization and across all stakeholders.

“Ask Me Anything” with CFO Lee Kirkpatrick Twilio (2012-2018)

December 3rd, 2020 by

Veteran CFO Lee Kirkpatrick guided Twilio to and through its IPO from 2012-2018. Now he’s an active board member and executive advisor to both venture-backed and public companies. Lee shares his views and best practices for exercising greater empathy, up-and-down the organization, as a cornerstone to being a strong leader in the company.

“Ask Me Anything” with CFO Criss Harms Forescout (2013-2020)

October 23rd, 2020 by

Veteran CFO Criss Harms guided ForeScout, a 20-year-old company, for nearly eight years to and through its IPO from 2013-2020 where he helped scale the business with people, systems, and processes. Having traveled the entire start-up journey, Criss has key insight and experience concerning CFO leadership and strategy.

A Look at the Software Public Company Playbook

May 11th, 2020 by

The CEO|Circle + CFO|Circle came together with Paul Kwan, Head of Morgan Stanley’s W. Coast Tech Group, and Melissa Knox, Global Head of Software, to discuss Morgan Stanley’s software market playbook which they’ve synthesized from scores of public company leadership conversations they’ve held. 

M&A Considerations During a Pandemic

May 2nd, 2020 by

The CEO|Circle came together with James Kim + Nadir Shaikh of Qatalyst Partners to discuss M&A considerations during COVID19. During these challenging times, Qatalyst shared how CEOs can and should cultivate meaningful relationships on both sides of the M&A equation.