The CFO Playbook

{{ show.title }}Trailer Bonus Episode {{ selectedEpisode.number }}
{{ selectedEpisode.title }}
{{ selectedEpisode.title }}
By {{ }}
Broadcast by

With 30 years of experience, Kelly Battles believes CFOs need to find the balance between being a champion and a firewall. Pulling that off requires streamlined data and human communication.

Show Notes

After spending more than three decades in finance, Kelly Battles has come to appreciate that the budget isn’t the only balancing act CFOs have to master. The finance team needs to support the growth of the company, while also knowing when to implement limits. 

Kelly learned that lesson in her first operational finance role, at internet security company IronPort. Under Kelly’s six-year watch, IronPort’s worth grew from $2 million to $250 million. The company was eventually bought by Cisco for $830 million in 2007.

To achieve that balance between growth and restriction, Kelly emphasizes a streamlined approach to data and robust company-wide communication.

Data collection and utilization must be as simple, accessible, and connected as possible; this way, different parts of the business will be focused on the same information. As for the human element, Kelly says there are two levels of culture — culture with a “capital C” and culture with a “lowercase C” — both of which are crucial.

On this episode of The CFO Playbook, Kelly explains why creating a positive workplace culture is more important than many people think, how to be a cross-functional business partner and how to build a technology infrastructure that best serves the company.

Connect with Kelly on LinkedIn.

Connect with our host Rob on LinkedIn.

Full show notes and resources can be found at

If you want a better way to track and control your team’s spend, check out

What is The CFO Playbook?

Being a good CFO isn’t just about managing money anymore. The modern CFO is being asked to implement new technology, guide product and business decisions, and look ahead to the future.

But how do you stay ahead of the curve?

In The CFO Playbook, you’ll learn how world-class CFO’s and finance leaders set goals, manage teams, leverage technology, plan for the future, improve systems and processes, and so much more.

Each week you’ll get insights that help you grow yourself and your company.

Have a specific topic you’d like us to cover? Head on over to to submit any questions you’d like our guests to answer on future episodes.