Why Growth Demands Smaller “Chunks” of Accountability | Toby Driver, CFO, Ideagen скачать в хорошем качестве

Why Growth Demands Smaller “Chunks” of Accountability | Toby Driver, CFO, Ideagen

In this episode, Jack is joined by Toby Driver, the CFO of Ideagen. They discuss Ideagen’s global GRC software platform and how recurring revenue, retention, and expansion metrics shape business health. Toby explains how scaling through acquisition forces finance leaders to rethink structure, reporting, and accountability—highlighting Ideagen’s move to a three-region operating model as a pivotal shift. The conversation also covers private equity expectations, the practical realities of M&A integration, and how finance supports go-to-market through pipeline rigor and revenue operations. Toby shares how AI is being applied to improve productivity and customer-facing workflows, and why CFOs should designate internal AI champions. He also reflects on leadership steadiness under pressure, the importance of empathy and transparency, and his book recommendation for leaders. Thanks to our sponsor Intuit QuickBooks https://quickbooks.intuit.com/money/ Video Timestamps & Titles 0:00 — Episode Begins: Why CFOs Must Embrace AI 1:18 — The Myth of Technical Mastery Alone 2:28 — Guest Introduction: Toby Driver, CFO of Ideagen 3:14 — Early Career: Apprenticeship Path and Learning Curve 6:05 — Deal Advisory as a Door to Business Understanding 8:11 — Seeing Ownership Models: Public to Private Equity 10:17 — The Reality Check: Integration Is Harder Than It Looks 12:41 — “Finance Bingo Card”: Building Breadth Before the CFO Seat 14:29 — The Non-Finance Role That Accelerated Readiness 18:51 — Ideagen’s Purpose and Scale: Customers, Users, and Mission 22:15 — Resource Allocation: Customer-First Tradeoffs 23:51 — Metrics That Signal Health: ARR, Retention, Expansion 25:16 — Finance + Go-To-Market: Revenue Ops and Pipeline Discipline 30:27 — AI in Finance: Productivity, Controls, and Faster Close 42:25 — Finance Strategic Moment: Regional Model and Accountability 45:02 — First-Time CFO Reality: Managing Highs, Lows, Responsibility 48:06 — CFO Book Pick: Good to Great and the Flywheel 51:11 — Team Culture as a Non-Negotiable 52:27 — The Next 12 Months: Scaling Efficiently, Challenge + Support