Jim Kelliher's guest appearances

Jim Kelliher

CFO THOUGHT LEADER

Spend Culture: CFOs on People, Cash, and Organizations

Revenue Builders

Perry Wiggins

Darrell Cox

Lawrence Levy

Rajesh Gupta

Dave Jones

Jeff Epstein

John Collins

Eric Johnson

Michael Tannenbaum

Kraft Heinz

Chris Baker

Bob Feller

Dave Kellogg

Jeff Nichols

Jim Stewart

OwlTail

The Chief Financial Officer is a critical, but often misunderstood role in growing companies. In this episode of the Revenue Builders podcast, John Kaplan and John MacMahon talk shop with four-time CFO Jim Kelliher about the intricacies of the CFO role. With vast experience under his belt, Jim talks about specific strategies that companies can use to scale effectively, and how CFOs can best guide their companies towards financial soundness. Additional Resources:Connect with Jim Kelliher on LinkedIn: https://www.linkedin.com/in/jim-kelliher-8a3100/Donate to the Irish American Partnership | https://www.irishap.org/Drive Consistency in Your Sales Planning Process: https://forc.mx/3PuYNOaA CFO Perspective on Healthy Revenue Growth: https://forc.mx/3yIMhE6HIGHLIGHTSWhat keeps CFOs up at night?Things to prepare before pitching to a CFOWhat is a frugal spend culture?All markets eventually bounce backWhat does a financially-sound company look like?Financial forecasting is a critical skill in businessCost-justification needs to come from an internal championQUOTESJim: "Our job is to control the business. We have to make sure we're not doing silly things with our cash, we're not doing things that don't make sense longer term. But our objective is really to grow the business." Jim: "When I say frugal, it's usually around an investment you're making in the company or in the infrastructure, or in a person that you expect to be paid back and have thought through. That's what I mean by frugal. Do it in the right way." Jim: "Let's do it a bit at a time, so that if it doesn't work, you haven't made  a big bet and you can kind of pull your foot off. If it doesn't work, you understand why it doesn't work and maybe you can self-correct in the middle of that process. That's what I mean by experimenting." Jim: "It will probably be volatile for a period of time. But longer term, good companies get the bulk of markets, good companies are successful, good companies are bought. So create a good company, create a good culture, create a scalable model, and you'll be just fine." Check out John McMahon’s book here: https://www.amazon.com/Qualified-Sales-Leader-Proven-Lessons/dp/0578895064

The Chief Financial Officer is a critical, but often misunderstood role in growing companies. In this episode of the Revenue Builders podcast, John Kaplan and John MacMahon talk shop with four-time CFO Jim Kelliher about the intricacies of the CFO role. With vast experience under his belt, Jim talks about specific strategies that companies can use to scale effectively, and how CFOs can best guide their companies towards financial soundness. Additional Resources:<ul><li>Connect with Jim Kelliher on LinkedIn: <a href="https://www.linkedin.com/in/jim-kelliher-8a3100/" rel="nofollow" target="_blank">https://www.linkedin.com/in/jim-kelliher-8a3100/</a></li><li>Donate to the Irish American Partnership | <a href="https://www.irishap.org" rel="nofollow" target="_blank">https://www.irishap.org</a>/</li><li>Drive Consistency in Your Sales Planning Process: <a href="https://forc.mx/3PuYNOa" rel="nofollow" target="_blank">https://forc.mx/3PuYNOa</a></li><li>A CFO Perspective on Healthy Revenue Growth: <a href="https://forc.mx/3yIMhE6" rel="nofollow" target="_blank">https://forc.mx/3yIMhE6</a></li></ul>HIGHLIGHTS<ul><li>What keeps CFOs up at night?</li><li>Things to prepare before pitching to a CFO</li><li>What is a frugal spend culture?</li><li>All markets eventually bounce back</li><li>What does a financially-sound company look like?</li><li>Financial forecasting is a critical skill in business</li><li>Cost-justification needs to come from an internal champion</li></ul>QUOTESJim: "Our job is to control the business. We have to make sure we're not doing silly things with our cash, we're not doing things that don't make sense longer term. But our objective is really to grow the business." Jim: "When I say frugal, it's usually around an investment you're making in the company or in the infrastructure, or in a person that you expect to be paid back and have thought through. That's what I mean by frugal. Do it in the right way." Jim: "Let's do it a bit at a time, so that if it doesn't work, you haven't made  a big bet and you can kind of pull your foot off. If it doesn't work, you understand why it doesn't work and maybe you can self-correct in the middle of that process. That's what I mean by experimenting." Jim: "It will probably be volatile for a period of time. But longer term, good companies get the bulk of markets, good companies are successful, good companies are bought. So create a good company, create a good culture, create a scalable model, and you'll be just fine." Check out John McMahon’s book here:<a href="https://www.amazon.com/Qualified-Sales-Leader-Proven-Lessons/dp/0578895064" rel="nofollow" target="_blank"> https://www.amazon.com/Qualified-Sales-Leader-Proven-Lessons/dp/0578895064</a>

Inside The Mind Of A CFO with Jim Kelliher

Managing Hypergrowth and Achieving IPO in a Downturn EconomyIn this episode, Jim Kelliher, the CFO at Drift shares how Drift became the fastest growing tech company in Boston, and how they navigated strategic challenges during a downturn by being customer-centric, trusting the team, and investing in the right processes and people. In addition, Jim shares his advice on IPO best practices from his previous CFO roles, and what a finance executive needs to think about before going public.  Speakers: Jim Kelliher, Chief Financial Officer, Drift Jim Kelliher is the Chief Financial Officer at Drift, a Boston-based tech company. Drift is a Revenue Acceleration platform that uses Conversational Marketing and Conversational Sales to help companies grow revenue and sales. He is an expert at building tech startups through escalating organizational processes and expanded systems of growth as a financial executive. Jim shares his skill set on adapting towards long term market scale and how investing in people-based training and development aligns with the strategic goals in a growing company.

Managing Hypergrowth and Achieving IPO in a Downturn Economy In this episode, Jim Kelliher, the CFO at Drift shares how Drift became the fastest growing tech company in Boston, and how they navigated strategic challenges during a downturn by being customer-centric, trusting the team, and investing in the right processes and people. In addition, Jim shares his advice on IPO best practices from his previous CFO roles, and what a finance executive needs to think about before going public. Speakers: Jim Kelliher, Chief Financial Officer, Drift Jim Kelliher is the Chief Financial Officer at Drift, a Boston-based tech company. Drift is a Revenue Acceleration platform that uses Conversational Marketing and Conversational Sales to help companies grow revenue and sales. He is an expert at building tech startups through escalating organizational processes and expanded systems of growth as a financial executive. Jim shares his skill set on adapting towards long term market scale and how investing in people-based training and development aligns with the strategic goals in a growing company.

Managing Hypergrowth and Achieving IPO in a Downturn Economy - Jim Kelliher, CFO at Drift

Glance

259:  A Glance Inside Boston's Tech Community |  Jim Kelliher, CFO, Actifio