Hear from a career CFO about his life lessons along the way in the tech industry.

Andrew Palmer calls himself a serial CFO, and the track record backs it up. Over a decade taking VC and PE backed SaaS and tech companies from ten million in revenue to two hundred million and beyond, right at the moment they’re ready to scale.

He started as an engineer, moved through management consulting, then went to HP and Microsoft on purpose. Not to stay, but to learn the sharpest practices in finance before bringing them to the smaller companies where the real innovation happens. That path gives him a rare read on the CFO seat: the breadth it demands, the instincts it rewards, and where the role is headed as AI takes over the manual work and frees finance leaders to think bigger.

Joseph Denk sits down with Andrew to talk through it all: why cash is still king no matter what the P&L says, the risk management habits that separate good CFOs from great ones, and the advice Andrew wishes someone had given him on the way up. It’s one conversation in PlanSimpli’s ongoing series for finance leaders who want to keep growing.

👉 Watch the webinar now and hear it straight from someone who’s built the muscle..