Episodios

  • Rising Through the Ranks: an Unconventional Path to CFO and Board Roles
    Jun 28 2024
    Christine Russel shares her dynamic and inspiring career highlights with Jan Robertson, host of The Strategic CFO podcast. Playing a pivotal role in an IPO of Persistent Software, she stands as an esteemed leader who has been on recognizable boards. Robertson learns of Christine's journey in this eye-opening episode. 00:00 President Fei Silicon Valley shares non-traditional journey. 05:01 Took CFO job without prior experience, succeeded. 09:28 Recruited for IPO, varied roles in technology. 10:39 Saying yes to opportunities can be rewarding. 14:55 Networking key to success, challenges for women. 19:51 CEO's seek audit committee chair for CFO. 23:41 CFOs and directors protect CEOs from activists. 25:57 DNO insurance should match potential lawsuit claims. 27:43 Create concise board bio, avoid common mistakes. 33:23 Encountered eGain CEO at wine cellar conference. 35:36 Authorship uncertain, but will commit with reservations. About Christine Russel: Christine Russell has been a financial executive in technology businesses in Silicon Valley for over twenty-five years with experience in both emerging and larger firms, public, venture and private equity backed. Since 2005, Ms. Russell has served as Audit Committee Chair of the Board of QuickLogic Corporation (Nasdaq: QUIK), a fabless semiconductor and IP company offering AI for voice and sensor processing. She has served on the Board of eGain Corporation (Nasdaq: EGAN), a customer engagement cloud solutions company, as Audit Committee Chair, since February 2017. She joined the board of AXT Corporation (Nasdaq: AXTI) in December 2019. AXT designs and manufactures high performance semiconductor substrates. Ms. Russell performed as CFO of PDF Solutions, Inc. (Nasdaq: PDFS) offering process design technology for semiconductor companies since July 2018. Prior companies include UniPixel, Inc, a manufacturing of touch sensor films, which was sold to a China based firm; Vendavo, Inc., a SaaS based pricing and margin optimization software company serving the Global 2000. She was CFO of EAG, Inc. (Evans Analytical Group), a global provider of analytical testing for technology companies. She was the finance lead in the acquisition of 7-laboratories creating a new company division. Prior to EAG, she served in the roles of both CFO and EVP Business Development at Virage Logic (Nasdaq: VIRL), a semiconductor intellectual property company which was sold to Synopsys. Prior positions include CFO for OuterBay Technologies, a database archiving software company, which was sold to HP in 2006. She was CFO of Ceva, Inc. (Nasdaq: CEVA), a DSP IP company, where she introduced the LSE traded company to the US investing public as it became listed on Nasdaq. She completed successful IPO’s for Persistence Software (Nasdaq: PRSW), and Valence Technology (Nasdaq: VLNC). Ms. Russell also served as CFO of Cygnus Solutions (sold to Red Hat), one of the first open-source software companies. She is Past President of Financial Executives International, Silicon Valley Chapter (FEI), Past President of National Assn. of Corporate Directors, Silicon Valley Chapter (NACD) and Past President and Board member of Silicon Valley Directors Exchange (SVDX). Ms. Russell holds a B.A. and M.B.A. from the University of Santa Clara.
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    37 m
  • Demystifying AI: What CFOs Need to Know
    Jun 28 2024
    Glenn Gow, an AI thought leader & keynote speaker, discusses how CFOs can leverage AI for financial forecasting, automation, fraud detection, and M&A. He stresses the importance of CFOs becoming proficient in AI tools to stay competitive, while ensuring human oversight when using generative AI for critical decisions. Glenn believes CFOs must embrace AI to drive efficiency and strategy, or risk falling behind rivals. 00:00 AI categorized as generative and traditional technologies.05:39 AI simplifies processes, aids error detection, and analysis.06:45 Software vendors racing to offer powerful AI tools.10:02 Use Excel to calculate z scores for transactions.16:53 Fact-check sources, verify accuracy, AI limitations apparent.20:59 Leverage software tools for efficient deal origination.23:25 Sophisticated buyers use Medoxo for due diligence.28:05 AI risks in lawsuits over copyrighted content.31:44 Chat CBT settings protect data privacy concerns. Microsoft and Adobe offer enterprise solutions.33:55 CFOs need to adapt to rapid change.36:36 Fei Silicon Valley's exciting quarterly AI events. About Glenn Gow: Glenn is a sought-after speaker on AI and has spoken at The Wall Street Journal AI Conference, the National Association of Corporate Directors, MIT/Stanford Venture Lab, Harvard Business School, and many more places. He writes an AI column for Forbes and has been published in Directors & Boards, Directorship (NACD), CIO Magazine, Inc. Magazine, and InfoWorld. As a CEO for 25 years, he advised numerous leading tech companies including Apple, Google, Microsoft, and many more, on strategy.
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    37 m
  • Future-Proofing California: Education, Workforce, and Economic Sustainability
    Jun 28 2024
    Jan Robertson of SiVal Advisors steps it up by interviewing former California state controller Betty Yee. Going head on into the financial and economic issues shaping our state, Yee reflects on past initiatives and how she and her colleagues shaped the financial landscape of present-day California. Before being a gubernatorial candidate, Betty started from humble beginnings. Robertson learns about Betty's rise and her exciting unique trajectory how she impacted the intersection of politics and finance. 00:00 Early financial responsibility shapes views on integrity. 05:56 Leading HIV/AIDS public health advocate and influencer. 09:27 Improving efficiency, affordability, and sustainability in housing. 11:27 Climate crisis impacts, inclusive governance, resource distribution. 16:27 Stock options, budget challenges, reserves, Governor Newsom. 19:53 Mentored by old school legislators, advocating efficiency. 21:25 Preparing for technological advancement to benefit Californians. 26:22 AI shifts tasks, frees up time. Accelerates services. 30:28 Californians struggle with high housing costs. 33:23 AB 5 and worker support during crisis. 35:09 Concern for workers and unemployment insurance program. 40:46 Support for California's public university system essential. 42:54 Focusing resources on intentional recruitment and partnerships. 45:30 Digital equipment barriers addressed through public-private partnerships. 48:33 MBI feels like family, navigating many challenges About Betty Yee: Betty Yee is one of California’s top experts on the state budget and government accountability. As State Budget Director and State Controller, Betty showed what competent, accountable government can do. She took on big corporations, fought discrimination in our tax code, and discovered more than $7 billion in improper spending. She’s running for Governor because she knows we have the power to make California add up for all of us again. Standing Up for Her Family: A Leader from the Start Betty was born in San Francisco to Chinese immigrant parents. Her family lived in a one-room apartment behind the family’s dry-cleaning business. Betty’s parents didn’t speak English, so at age eight, she began managing the books at the family dry cleaners–dealing with suppliers and banks to get things done. Raising Wages and Fighting for Economic Opportunity as the Governor’s Budget Director As Governor Gray Davis’s Budget Director, Betty led development of the state budget and shepherded it through the legislature. She fought for economic opportunity for all, established a minimum wage for home care workers, and made groundbreaking environmental progress–working to protect the Delta and requiring automakers to limit carbon emissions. ● Uncovering $7.3 billion in mismanaged spending and redirecting it toward real progress. ● Ensuring California did no external borrowing to pay the state’s bills. ● Taking on life insurance companies, forcing them to pay death benefits to surviving families. ● Preserving the retirement security of 3 million Californians, including 1 million teachers. ● Spearheading the state Foster Youth Tax Credit to provide vital assistance to foster youth. ● Conducting a robust outreach and education program for small businesses, connecting them to federal, state, and local resources. ● Protecting thousands of jobs during COVID, by working to keep the state’s ports solvent. ● Shuttering the last state oil platform in the Santa Barbara Channel. ● Standing up to the Trump Administration to defend our coastline. ● Leading the work of the nation's largest public pension funds towards their net-zero pledges for their investment portfolios.
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    51 m