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Value Drivers

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by Brio360

4.9(35 reviews)

100 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

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FairBased on show quality, social media presence, reviews, charts, and more

Quality91

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Podcast Overview

Corporate executives, entrepreneurs and authors discuss corporate finance strategies, growth tactics, leadership journeys and other management topics to drive value creation.

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🇺🇲

Publishing Since

2/28/2023

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FairBased on show quality, social media presence, reviews, charts, and more

Quality91

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Engagement71

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34 minutes

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Recent Episodes

May 20, 2026

From Rubrik to Maxima AI: Yogi Goel on Agentic AI for Accounting

In this episode, Yogi Goel, co-founder and CEO of Maxima AI, discusses his path from EY, Wall Street, and Rubrik to building a company focused on applying agentic AI to accounting and record-to-report workflows. Yogi started his career at EY, where he developed a foundation in audit, accounting standards, controls, and how large companies operate. He later worked in finance and capital markets before joining Rubrik, where he saw firsthand how finance and accounting operations need to evolve as companies scale. That experience shaped the problem Maxima AI is focused on today: accounting teams still spend too much time on manual work, spreadsheets, reconciliations, checklists, and system-to-system coordination. What Maxima AI Is Solving A big theme in the conversation is that accounting workflows matter more than many people realize. Record-to-report is not just a back-office process. It affects close speed, audit readiness, reporting confidence, and management visibility. Yogi explains how Maxima AI fits into the accounting workflow as an agentic system of work. The goal is not to replace the ERP or remove human judgment. Instead, Maxima AI helps prepare accounting work so finance teams can review, approve, and move faster with better control. Where AI Fits in Finance Peter and Yogi discuss how AI should be used in finance and accounting, especially in workflows where teams still rely on manual review and repetitive coordination. One important distinction is the boundary of automation. Yogi's view is that AI can take on more of the preparation work, but human judgment still matters. CFOs, controllers, and auditors need confidence that the work is accurate, explainable, and auditable before it reaches the general ledger. CFO Lens: Trust, Controls, and Auditability For CFOs, AI adoption is not just about speed. It is about trust. Yogi notes that finance leaders should not feel pressure to rip and replace existing systems. A more practical path is to start with lower-risk workflows, build confidence, and then expand over time. That makes controls, audit trails, and clear human review essential to adoption. The Future of the CFO Office The conversation also looks ahead to how the CFO office may evolve over the next several years. If AI adoption increases, the role of accountants and analysts may shift away from lower-value manual work and toward review, judgment, risk management, and business insight. For CFOs, the opportunity is not just a faster close. It is building a finance function with more capacity to help the business make better decisions. Key Takeaways • Accounting teams are still dealing with too much manual workflow complexity • Record-to-report affects close speed, controls, audit readiness, and financial visibility • Agentic AI can help prepare accounting work, but humans still need to review and approve key judgments • CFO adoption depends on trust, controls, auditability, and clear boundaries around automation • AI can work alongside existing systems rather than replacing them immediately • The finance function may become more strategic as repetitive tasks become more automated Chapter Summary (02:13) Yogi Goel shares his background across EY, Wall Street, Rubrik, and Maxima AI (06:14) The discussion turns to the accounting problem Maxima AI is solving (10:41) Yogi explains how Maxima AI fits into record-to-report workflows (15:08) Peter and Yogi discuss CFO adoption, controls, auditability, and trust (20:01) The conversation explores where automation should stop, slow down, or require human judgment (24:02) Yogi shares his view on how the CFO office may evolve over the next several years (28:55) The discussion turns to ERPs, systems of record, and why so much work still happens in Excel (33:22) Yogi reflects on lucky breaks that shaped his career and the relationships that helped shape Maxima AI Resources Maxima AI: <a href="https://www.maxima.ai/" target="_new">https://www.maxima.ai/</a> Stay Updated: Please visit Brio360 for other episodes and resources on driving value creation <a href="https://brio360.com" target= "_new">https://brio360.com</a> Follow our host: Peter Ho <a href="https://linkedin.com/in/peterhocm" target= "_new">https://linkedin.com/in/peterhocm</a> Know a great guest for Value Drivers? Pitch founders, CEOs, CFOs, operators, or investors with standout capital allocation and scaling stories: <a href="mailto:media@brio360.com">media@brio360.com</a> Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

May 4, 2026

From Vendor Sprawl to AI-Driven Finance: Sara Wyman's Journey with Stackpack

In this episode, Sara Wyman, founder of Stackpack, discusses her journey from Wall Street to operating roles at high-growth companies like Etsy and Affirm, and how those experiences led her to focus on vendor spend, contracts, and operational complexity. At Etsy and Affirm, Sara saw the same issue appear again and again: vendor management was often handled through spreadsheets, even as companies scaled. Contracts, approvals, invoices, ownership, and usage data lived in different places, making it difficult for finance and operations teams to understand what the company was actually spending. Where Stackpack Fits in the AI Wave A big theme in the conversation was how finance is evolving. Cloud gave companies better access. Big data gave them more visibility. AI is now pushing finance toward judgment and action. Sara described Stackpack as sitting at the intersection of the data problem and the decision problem. Instead of simply showing vendor spend, Stackpack helps companies understand ownership, usage, renewals, contracts, and savings opportunities. Why Existing Tools Fall Short Sara breaks the market into two broad categories: • Spend tools, which are often transaction-focused • Procurement tools, which are often built for large enterprises The gap is context. Finance teams may see the transaction, but not who owns the vendor, whether the tool is being used, whether pricing is fair, or whether there is duplicate spend elsewhere in the company. CFO Lens: Day One vs. In the Trenches Stackpack is especially relevant for new CFOs trying to gain control quickly. Sara noted that new CFOs often need fast visibility into spend, contracts, renewals, and savings opportunities so they can show command of the business early. For CFOs already in the trenches, the value is more ongoing: reducing wasted spend, managing renewals, benchmarking vendors, and bringing more discipline to fast-moving categories like AI spend. Key Takeaways • Spreadsheets are still the default system for vendor management in many companies • AI spend is becoming a fast-moving P&L line item • Visibility alone is not enough; finance teams need tools that drive action • Vendor sprawl creates both cost leakage and ownership confusion • For startups, a "no now" is not always a "no forever" Chapter Summary (01:00) Sara Wyman shares her path from Wall Street to Etsy, Affirm, and founding Stackpack. (03:50) The conversation shifts to the broader finance evolution from cloud to big data to AI. (09:02) Sara explains the vendor sprawl problem and why spend and procurement tools often miss the full context. (17:25) The discussion turns to CFO priorities, including Day One visibility, control, and fast wins. (23:18) Sara discusses Stackpack's product focus, AI agents, go-to-market priorities, and rising AI spend. (28:24) Sara shares her book recommendation, reflects on founder luck, and explains why "no now" is not always "no forever." Resources Stackpack: https://www.stackpack.ai/ The Second Mountain by David Brooks Stay Updated: Please visit Brio360 on other episodes and resources on driving value creation <a href= "https://brio360.com">https://brio360.com</a> Follow our host: Peter Ho <a href= "https://linkedin.com/in/peterhocm">https://linkedin.com/in/peterhocm</a> Know a great guest for Value Drivers? Pitch founders, CEOs, CFOs, operators, or investors with standout capital allocation and scaling stories: <a href= "mailto:media@brio360.com">media@brio360.com</a> Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

April 15, 2026

From Deloitte to Biotech: Neil Tween's Journey in Financial Leadership

This episode features Neil Tween, CFO of Owlstone Medical, and his path from audit at Deloitte into biotech and life sciences. He started in accounting, which gave him a strong foundation in public company reporting and SEC requirements. But what really pulled him was the science side and working on "novel things." That led him to roles where he could get closer to the business itself. After a controllership role at a gaming company, he joined GW Pharmaceuticals and helped navigate a NASDAQ IPO and the shift from R&D into commercial scale. <div class="MsoNormal" style="text-align: center;" align="center"> <hr align="center" size="2" width="100%" /></div> What Owlstone Medical Is Working On At Owlstone Medical, Neil is focused on non-invasive diagnostics using breath analysis to detect diseases like lung cancer and tuberculosis. The idea is simple but powerful: reduce the need for invasive procedures like biopsies so more people get screened earlier. Part of this work is supported by the Gates Foundation, especially around making diagnostics accessible and cost-effective in global markets, including Africa. <div class="MsoNormal" style="text-align: center;" align="center"> <hr align="center" size="2" width="100%" /></div> Diagnostics vs Therapeutics One of the more interesting parts of the discussion is how different diagnostics are from therapeutics. • Diagnostics tend to be a slower ramp with lower peak revenue • But they often last longer and require less expensive clinical work There's also a lot of uncertainty. Clinical timelines rarely go exactly as planned. Neil described the CFO role here as more of a "cautious brake," someone who stress-tests assumptions and builds scenarios for things like slow patient recruitment or regulatory delays. <div class="MsoNormal" style="text-align: center;" align="center"> <hr align="center" size="2" width="100%" /></div> From Pre-Revenue to Commercial A big theme was how things change once revenue starts showing up. • Before approval, it's all scenario planning and probability weighting • After approval, the focus shifts quickly to execution Neil emphasized the importance of building a "war chest" that extends beyond just funding the clinical trial itself. In practice, companies need enough capital to absorb delays, analyze results, and fund follow-on work, not just reach the initial data readout. One key point: once a product is approved, the clock starts ticking on exclusivity. Any delay in launch directly impacts the most valuable revenue window. This makes commercialization timing a high-stakes decision, where teams often need to invest ahead of certainty. <div class="MsoNormal" style="text-align: center;" align="center"> <hr align="center" size="2" width="100%" /></div> Building the Finance Function Scaling finance isn't just about hiring more people. • The UK has strong R&D talent • But commercialization often requires very specific experience (US rebates, Medicare, Medicaid) That usually means bringing in people who have done it before. Timing those hires matters more than most people expect. Neil also emphasized staying in close dialogue with the board and auditors during these transitions to keep things stable while the business is moving fast. Key Takeaways • Don't stay only in finance, get into the operations • Get under the hood of the business • Be able to explain the company as well as the technical teams • Stay optimistic, but plan conservatively • Protect the company's capital • Work on things you actually find interesting <div class="MsoNormal" style="text-align: center;" align="center"> <hr align="center" size="2" width="100%" /></div> Chapter Summary (00:01:00) From Deloitte to GW Pharmaceuticals and IPO experience (00:05:51) Owlstone Medical and breath-based diagnostics (00:11:12) Gates Foundation partnership and global health focus (00:14:41) Why clinical timelines rarely go as planned (00:22:24) Diagnostics vs therapeutics economics (00:28:30) Hiring for commercialization and finance scaling (00:37:09) Book recommendations and leadership advice <div class="MsoNormal" style="text-align: center;" align="center"> <hr align="center" size="2" width="100%" /></div> Resources • Bad Blood by John Carreyrou • The Curious Case of Mike Lynch by Katie Prescott • Prisoners of Geography by Tim Marshall Stay Updated: Please visit Brio360 on other episodes and resources on driving value creation <a href= "https://brio360.com">https://brio360.com</a> Follow our host: Peter Ho <a href= "https://linkedin.com/in/peterhocm">https://linkedin.com/in/peterhocm</a> Know a great guest for Value Drivers? Pitch founders, CEOs, CFOs, operators, or investors with standout capital allocation and scaling stories: <a href= "mailto:media@brio360.com">media@brio360.com</a> Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

100 total episodes available

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Colin Hurd

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Kishore SM

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Eduardo Torrealba

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Robert Schoff

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Pamela Cytron

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Elan Adler

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Greg Saunders

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Dori Yona

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Darrell Cox

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Prem Kumar

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Lynn Perkins

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John Climaco

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What is Value Drivers?: Corporate executives, entrepreneurs and authors discuss corporate finance strategies, growth tactics, leadership journeys and other management topics to drive value creation.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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