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Podcast

The Strategic CFO by FEI

FEI Silicon Valley

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 …

Episodes

34

The Strategic CFO by FEI · Nov 11, 2025

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

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 …

1:05:01

The Strategic CFO by FEI · Oct 19, 2025

Triumph with Tech: How AI Empowers Today's CFOs

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 …

48:01

The Strategic CFO by FEI · Sep 14, 2025

From the Navy to Wall Street: Lessons in Investment Wisdom

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 …

47:13

The Strategic CFO by FEI · Sep 1, 2025

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

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. …

43:51

The Strategic CFO by FEI · Aug 12, 2025

Valuation Moves That Save Millions

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 …

47:52

The Strategic CFO by FEI · Aug 5, 2025

What CFOs Miss After the Deal—and in Venture Debt

In this episode of the Strategic CFO Podcast, Jan Robertson interviews James Vanreusel, Founder and CEO of Vanreusel Ventures, a seasoned finance leader with deep expertise in both for-profit and nonprofit sectors across global …

41:05

The Strategic CFO by FEI · Jul 21, 2025

From Japan to IPO: A CFO's Cross-Border M&A Playbook

Bill Roeschlein, CFO of Tigo Energy, shares critical insights on M&A strategy and finance leadership in this FEI Silicon Valley Strategic CFO Podcast. Roeschlein emphasizes the importance of understanding your company's business model deeply …

43:48

The Strategic CFO by FEI · Jul 15, 2025

Women CFOs: Your Skills = Board Gold

Are you a seasoned financial executive wondering how to break into corporate boardrooms? In this episode of the FEI Silicon Valley Strategic CFO Podcast, we sit down with Julie Castro-Abrams, founder of How Women …

22:17

The Strategic CFO by FEI · Jun 23, 2025

How Mindfulness Transforms Leaders

Timothy Swords, MBA, founder of Mindful Leadership Executive Coaching and a former CFO and business transformation executive, shares his unique approach to leadership in this podcast. He highlights how integrating mindfulness and executive coaching …

54:20

The Strategic CFO by FEI · Jun 10, 2025

CFO to COO – A Professional Journey

Adrienne Dale is one of a select few professionals nationwide who deliver Fractional COO services, offering over 20 years of hands-on leadership in scaling and transforming small and mid-market B2B SaaS, service and content …

52:20

The Strategic CFO by FEI · May 27, 2025

Zero Trust, Maximum Security: The New CFO Imperative

In a recent FEI Silicon Valley Strategic CFO podcast, host Jan Robertson interviewed Dave Daetz, SVP of Corporate Development at Netskope, a cybersecurity leader in SASE (Secure Access Service Edge) technology. Daetz, with 25+ …

37:05

The Strategic CFO by FEI · May 13, 2025

Beyond IPOs: Strategic Liquidity for Private Companies

In a recent episode of FEI Silicon Valley's Strategic CFO Podcast, host Jan Robertson interviews Brett Mock, Chairman of NASDAQ Private Market International Division. Mock highlights the fundamental shift in how companies approach going …

44:30

The Strategic CFO by FEI · Apr 28, 2025

Inside the Tax Battle: Congress, Tariffs, and Your Bottom Line

Counsel for the Senate Finance Committee, Tony offers crucial insights on the upcoming expiration of key Tax Cuts and Jobs Act provisions in 2025, highlighting that while some elements are permanent (like the 21% …

51:26

The Strategic CFO by FEI · Apr 15, 2025

Marketing's Role in Raising Capital, Acquisitions, and IPOs

Discover how marketing visionary Stuart McFaul is transforming the CFO-CMO relationship through strategic AI implementation. Learn why marketing isn't just a cost center but a crucial ally for financial leaders navigating economic uncertainty. McFaul …

53:32

The Strategic CFO by FEI · Apr 1, 2025

AI Valuations, Exit Challenges: A VC's Honest Take

Angel Investor Amos Ben-Meir Shares Insights on Silicon Valley Investment Landscape In the latest Strategic CFO podcast, Jan Robertson interviews Amos Ben-Meir, a seasoned investor and board member at Sand Hill Angels and President/Board …

40:35

The Strategic CFO by FEI · Mar 17, 2025

The CFO's Struggle and Triumph in AI's Power Crisis

In this FEI Silicon Valley podcast, Robert Barker, CFO and board member of AI Storm, shares insights from his four-decade semiconductor industry career. Barker emphasizes finding passion, setting goals, and networking as crucial for …

42:41

The Strategic CFO by FEI · Feb 17, 2025

The AI Revolution and California's Business Future

Sean Randolph, Senior Director at the Bay Area Council's Economic Institute and former senior federal official, discusses how AI is reshaping Silicon Valley. Randolph's insights are particularly valuable as they come from his role …

54:27

The Strategic CFO by FEI · Feb 3, 2025

Inside Story: A Recent Cybersecurity M&A Deal

Inside Story: A Recent Cybersecurity M&A Deal featured Jan Robertson interviewing Ani Chaudhuri, founder of Dasera, and Dave Daetz, SVP of Corporate Development at Netskope. The discussion focused on Netskope’s acquisition of Dasera, highlighting …

52:50

The Strategic CFO by FEI · Jan 20, 2025

The Post-Election CFO: Visibility and Opportunities

Christina Bui is Managing Director of Robert Half's retained executive search practice, bringing over three decades of experience across technology, healthcare, private equity, and venture capital sectors. Her remarkable journey began as a refugee …

38:55

The Strategic CFO by FEI · Jan 6, 2025

Leading Through Change: FEI's Vision for the Next Decade

In this Strategic CFO Podcast episode, Andrej Suskavcevic, President and CEO of Financial Executives International (FEI), discusses the evolution and impact of FEI in serving financial leaders. Drawing from his two-decade journey in the …

46:35

The Strategic CFO by FEI · Dec 17, 2024

Trust, Change & Turnaround: A CFO's Winning Formula

Theresa Matacia, CFO of Momentum for Health and winner of FEI Silicon Valley's CFO Women of the Year award, brings over 35 years of diverse financial leadership experience spanning investment banking, public companies, and …

36:58

The Strategic CFO by FEI · Dec 3, 2024

Big Tech vs. VCs: The AI Investment Battle

FEI Silicon Valley's Strategic CFO Podcast features Anish Srivastava, CEO of Vinaj Ventures and Venture Partner at Swisscom Ventures, sharing insights on AI investments and market dynamics. Drawing from his experience at Citi Ventures …

30:25

The Strategic CFO by FEI · Nov 14, 2024

From Crisis to CFO: Building Resilient Global Companies

Michelle DeBella, CFO of JumpCloud and recipient of FEI Silicon Valley's Women's CFO of the Year Award, shares valuable insights on navigating financial leadership in high-growth tech environments. With experience at HP, Uber, and …

48:44

The Strategic CFO by FEI · Nov 5, 2024

Evolving with Tech: A Staffing CEO's Success Formula

Rahul Kuruvilla, founder and CEO of Triune Informatics, shares insights from his journey as an IT staffing entrepreneur in Silicon Valley. With a background in economics and computer science, Kuruvilla founded Triune in 2005, …

50:57

The Strategic CFO by FEI · Oct 22, 2024

Silicon Valley CFOs: Evolve or Fade Away

Scott Taylor, the current president of FEI Silicon Valley Chapter, brings a wealth of experience to his role as a financial leader. In this podcast, Taylor emphasizes the importance of lifetime learning and professional …

26:08

The Strategic CFO by FEI · Oct 8, 2024

She Means Business: M.G. Thibaut's Startup CFO Playbook

The CFO of DroneDeploy joins Jan Robertson to talk about all things start up including fundraising, strategic planning, and venture capital in general. M.G. Thibaut is the recipient of the Women's CFO of the …

17:39

The Strategic CFO by FEI · Sep 24, 2024

Elevating Women in Finance: The FEI Silicon Valley Women CFOs Awards

Female leader Jan Robertson recognizes Manpreet Grover of SOAProjects for her FEI Silicon Valley Women CFO's of the Year Award. As the visionary of the award, she discusses the inspiration, purpose, and meticulous criteria …

12:52

The Strategic CFO by FEI · Sep 10, 2024

Data Security Automation: A CFO's Strategic Imperative

In our latest "Strategic CFO" podcast, Dasera CEO Ani Chaudhuri reveals how automation can revolutionize your data protection strategy. Learn how automating 95% of routine work allows your security team to focus on high-value …

23:44

The Strategic CFO by FEI · Aug 27, 2024

Optimism Amid Change: The Future of VC

Join Jan Robertson, host of The Strategic CFO and CEO of Sival Advisors, as she explores the turbulent realm of venture capital. Unlike most VCs, Alex Kiani of Coolwater Capital, has a more optimistic …

37:55

The Strategic CFO by FEI · Aug 13, 2024

Navigating Exit Strategies in Silicon Valley

Jan Robertson of Sival Advisors brings on Touraj Parang to take a deep dive into the decision-making and headspace of industry leaders shaping the financial landscape of innovative companies. As the president and COO …

40:55

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