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Given that financial institutions are all about risk, it is not uncommon for CFOs of commercial or retail banks to emerge from risk functions. In 2010, Chikako Tyler joined California Bank & Trust as a real estate analyst for special assets. She then moved on to the role of increasing responsibility in regulatory risk, enterprise risk management, and credit risk.Tyler was appointed CFO of San Diego-based bank (an affiliate of Zions Bancorporation) in 2018. Her approach to CFO jobs incorporates previous CB&T responsibilities, including close work with the sales and operations team. As CFO, she is currently focused on the…

When Coe Distributing was looking for the ideal location for their next office ferning distribution center, the company relied on data. CEO James D. Ewing Jr. tapped a team of data analytics students at Katz Graduate School at the University of Pittsburgh.”They took multiple pieces of information into consideration, including distribution space, cost of distribution space, customer concentration, logistics costs,” explains Ewing. After three months of review, they chose their Houston location up to the block. The company leased a building that spans 150,000 square feet.AI is a game changer. Currently, only 3.9% of companies report using AI, according to…

Anne Chow knows one or two things about issues of diversity, equity and inclusion. Before the Trump administration called for the “end of DEI” in November and many top companies cancelled their efforts, Chau gave her reputation as a strong and highly successful leader in AT&T business, one of the largest organizations in the country where she was the first female CEO.Today, Chau is the lead director for Franklin Coby, teaching at Kellogg's School of Management on the boards of 3M and CSX, and appeared in her first solo book in September. It guides greater and transformative power of inclusion.…

Whether you are a veteran financial leader or you are still building an experience in the board of directors, presenting it to the board is a high interest. Board members seek insight from CFOs and look forward to an impactful presentation that combines clarity, focus and confidence. Below are 10 recommendations to help you successfully deliver a lasting impression board presentation. 1. Know your audience Understanding your audience is one of the first steps in an effective board presentation. Board members come from a variety of professional backgrounds, with some having deep financial knowledge, while others are industry experts and…

“Certainty is the best friend of the CFO. Joy Taylor, managing director at Houston-based AlliantConsulting, said: Of course, moments of confusion and uncertainty are another issue. The controversial international trade environment and the US's aggressive stance on tariffs certainly could throw a wrench into many carefully thought out business plans. Not only companies importing and exporting tangible goods, but all sectors of the US economy can be affected. How should CFOs approach this period of this potential rapid change in government policies and regulations? In an interview, Taylor shared the advice she is offering to her CFO clients. What plans…

Network science is a rapidly evolving field that became itself in the first 20 years of the 21st century. Explore ways that connections shape and influence individuals, organizations, and society. From computer and neural networks to social and communication systems, networks are ubiquitous.For today's leaders, understanding the dynamics of networks provides an important framework for navigating the complex and increasingly interconnected worlds we live in.At its core, the network consists of individual entities such as people in social networks and nodes, as well as connections between them. It is the flow of information, energy, or resources that traverse these connections.…

Versapay gathered 300 of its remotely working employees from around the country on Bentonville, Arkansas, last summer for a four-day, company-paid gathering to promote connection and camaraderie. Attendees got hotel gift bags; retailers visited them with chocolate tastings; they were regaled by a variety of musical acts. “We literally took over the town and creative spaces where people could serendipitously run into each other in the town square and in a naturally beautiful environment that opened up creativity,” says Carey O’Connor Kolaja, CEO of the Atlanta-based fintech company for accounts receivable. “We were thoughtful about how we curated every moment.…

Gregory FereL, CFO of computer-generated solutions, believes the effectiveness of the financial team depends on collaboration with non-financial functions. Only then can the finance team and its leaders meet the extraordinary expectations that CEOs and other company stakeholders have for those in the CFO seat, Ferel says .”To really add value, we have to engage with other functions every day. We have to organize, understand and identify areas for improvement,” he says. For more than 20 years in corporate finance, FEL has accumulated his own perspectives on the traits, actions and ways of thinking that contribute to the effectiveness of…

In early 1983, Hamilton “Tony” James, head of the global mergers and acquisitions group at boutique investment bank Donaldson, Lufkin & Jenrette (DLJ), met in his New York office with Jim Sinegal and Jeff Brotman. The cofounders of a startup in Seattle called Costco were looking for Series A funding. James greenlighted the investment, did a second, larger Series B round, organized the company’s IPO in 1985 and joined its board in 1988. He’s still on it, serving as chair for the past seven years.Other than Sinegal and Brotman, arguably no one has been more important to Costco than James.…

Most construction companies, based in Pinehurst, North Carolina, operate within a 4-6-hour drive from home base, but by building a diverse range of commercial projects across the United States, it is itself I've created a name for Innovative use of remote teams. Industry veteran Clark Lowe joined the company in 2022 and later took the helm as CEO, with O'Connor Co. tripling revenues, increasing 49% year-on-year to $55.7 million in 2024 I did. Going forward, the company has set an ambitious $85 million target in topline revenue for 2025, reflecting a 55% growth projected to expand its national footprint. To…