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The Professional Services Pursuit
Kantata
108 episodes
3 weeks ago
Our goal is simple: to give professional services leaders a place to go to be inspired and tap into expert advice, trends and best practices in our collective pursuit of excellence. From agencies to IT services and every PS organization in between, our hosts and guests will provide the insights you need to drive a resource first organization and do what you do best, only better.

Hosted on Acast. See acast.com/privacy for more information.

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Business
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All content for The Professional Services Pursuit is the property of Kantata and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Our goal is simple: to give professional services leaders a place to go to be inspired and tap into expert advice, trends and best practices in our collective pursuit of excellence. From agencies to IT services and every PS organization in between, our hosts and guests will provide the insights you need to drive a resource first organization and do what you do best, only better.

Hosted on Acast. See acast.com/privacy for more information.

Show more...
Business
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Ep. 108 - The Evolving Role of the CFO: Driving Strategy, Operational Clarity & Scalable Growth w/ Steve De Santis & Dave Ristow
The Professional Services Pursuit
37 minutes 11 seconds
3 weeks ago
Ep. 108 - The Evolving Role of the CFO: Driving Strategy, Operational Clarity & Scalable Growth w/ Steve De Santis & Dave Ristow

In this episode of The Pursuit Power Half Hour, Brent sits down with two seasoned CFOs, Steve DeSantis and Dave Ristow, to explore how the role of finance leadership has rapidly expanded across professional services. They discuss how CFOs are now expected to shape strategic direction, unify systems and data, strengthen delivery operations, and build tech stacks that can sustain long-term growth. 


Key topics covered include:

  • How the CFO role has evolved from traditional financial oversight to strategic operator
  • The challenges of rapid growth and how unified tools (PSA, ERP, BI) restore clarity and control.
  • How CFOs partner with operations and delivery leaders 
  • Signs it’s time to evolve your tech stack
  • Advice for CFOs on owning the enterprise tech stack, preparing for AI-enabled operations, and building companies that can scale through multiple stages of investment.



Hosted on Acast. See acast.com/privacy for more information.

The Professional Services Pursuit
Our goal is simple: to give professional services leaders a place to go to be inspired and tap into expert advice, trends and best practices in our collective pursuit of excellence. From agencies to IT services and every PS organization in between, our hosts and guests will provide the insights you need to drive a resource first organization and do what you do best, only better.

Hosted on Acast. See acast.com/privacy for more information.