The Pursuit Power Half Hour
The Strategic CFO: Owning the Tech Stack
The Strategic CFO: Building a Connected Tech Stack for Growth
Today’s CFO helps shape the technology, systems, and data that connect finance, delivery, and operations. A connected tech stack gives finance leaders greater visibility into revenue forecasts, project profitability, resource utilization, and business performance as their organizations grow.
In this Pursuit Power Half Hour session, Steve DeSantis, CFO at Dynatron Software, and Dave Ristow, CFO at iA, join Kantata host Brent Trimble to discuss the CFO’s expanding strategic and operational role.
Why Is the CFO’s Role Expanding Beyond Finance?
Growth, complex delivery requirements, and fragmented systems require CFOs to work more closely with leaders across the organization.
Steve and Dave share how finance leaders can connect technology decisions with customer outcomes, operational efficiency, and long-term business value. The conversation explores why firms should build systems for where the business is going, rather than addressing only today’s requirements.
How Do Connected PSA, CRM, ERP, and BI Systems Improve Visibility?
Connecting professional services automation (PSA), customer relationship management (CRM), enterprise resource planning (ERP), and business intelligence (BI) systems helps leaders bring financial and delivery information together.
The session examines how disconnected tools, spreadsheets, and manual processes can limit visibility as organizations scale. The speakers discuss how integrated systems and shared data support forecasting, resource decisions, and a clearer understanding of services performance.
Which Metrics Help CFOs Identify Delivery and Profitability Issues?
Revenue, utilization, realization, and project profitability provide different perspectives on business performance. Reviewing them together helps leaders identify areas that need attention and investigate the delivery issues behind financial results.
Steve and Dave discuss how dashboards and operational data can help finance leaders recognize margin pressure, evaluate resource efficiency, and connect project performance with broader business objectives.
How Should CFOs Plan a Scalable Technology Stack?
A scalable tech stack should support future growth, connect essential business processes, and give teams reliable information for decisions.
The conversation covers when organizations outgrow their existing systems, the importance of integration and consistent master data, and how real-time information and AI-driven insights can support more informed decisions.
Watch the Kantata SX Executive Visibility Demo
The session concludes with Vicky Sanderson, Senior Principal Solutions Engineer at Kantata, demonstrating how executives can use Kantata SX to move from high-level business performance into the accounts, business units, and projects behind the numbers.
See how leaders can:
- Compare revenue performance with targets and review revenue forecasts.
- Evaluate forecast confidence and identify areas requiring attention.
- Explore account, business-unit, project, and portfolio performance.
- Review client and delivery-team sentiment alongside project information.
- Use AI-assisted project status reporting to understand issues and next steps.
- Forecast revenue across complex project structures.
- Monitor revenue, cost, and margin in real time.
Speakers
- Steve DeSantis — CFO, Dynatron Software
- Dave Ristow — CFO, iA
- Brent Trimble — Host, Kantata
- Vicky Sanderson — Senior Principal Solutions Engineer, Kantata
Explore Kantata’s financial management software to learn how connected project and financial information supports forecasting and profitability, or learn more about Kantata SX.