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In this special recap, hosts Alex Louisy and Lauren Pearl unpack the biggest lessons from Season 2—from EQ and storytelling to AI in finance, CFO hiring, and what it really takes to “operate” at the seat. If you’re a modern CFO, founder, or finance leader, this one’s your highlight reel. CHAPTERS 01:02 Why this recap matters 03:37 AI in finance: where to start 13:00 The executional CFO (systems are better than spreadsheets) 20:53 Storytelling, humanness, EQ & culture 30:22 Fractional vs full-time: how to choose 37:30 Wrapping up, season 3 preview and apply to be a guest! EPISODES MENTIONED From Banker to Builder: Hands-On CFO Lessons for SaaS — Jon Gross (RepeatMD): https://upflow.io/growthmindedcfo/ban... The CFO Leading Talent, Operations & Corporate Communications — Kate Gulliver (Wayfair): https://upflow.io/growthmindedcfo/tal... From Spreadsheets to Storytelling: Communication & EQ Tips — Erik Nakamura: https://upflow.io/growthmindedcfo/spr... Wall Street to SaaS CFO: IPOs, Acquisitions & Growth — Carla Cooper (Contentful): https://upflow.io/growthmindedcfo/ipo... Clean data, clear insights: AI for finance & building the right foundation — Gabi (Gabi) Steele (Preql): https://upflow.io/growthmindedcfo/bui... Rewiring Finance: AI, ERP & the Executional CFO — Nicolas Kopp (Rillet): https://upflow.io/growthmindedcfo/rew... AI in Finance: From Buzz to Business Value — Nicolas Boucher: https://upflow.io/growthmindedcfo/ai-... The CFO as Leader: Mastering Management — Ilana Esterrich (Planned Parenthood): https://upflow.io/growthmindedcfo/cfo... Rise of the Fractional CFO: Your Next Career Move? — Anne Samak de la Cerda (FLG Partners): https://upflow.io/growthmindedcfo/ris... The Modern CFO: Fundraising, AI & Starting Smart in 2025 — Jeffrey Fidelman (Fidelman & Co.): https://upflow.io/growthmindedcfo/mod... What Makes a Great CFO in 2025? Insights from CFO Hiring — Dav Masaon (Zanda): https://upflow.io/growthmindedcfo/cfo... LINKS & RESOURCES Try Upflow FRM (Financial Relationship Management) – get paid faster and keep customers happy: https://upflow.io Listen on Spotify: Listen on Apple Podcasts: 👉 LIKE this video if it helped you level-up your finance game. 👉 SUBSCRIBE for more real-talk with modern finance leaders. 👉 SHARE it with a CFO or operator who needs to hear this. The Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations. This podcast is powered by Upflow — a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at upflow.io Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io