Discover Dialogues
In this episode of TechDogs Discover Dialogues [https://www.techdogs.com/inspire/discover-dialogues] Fireside Chat, host Vikramsinh Ghatge sits down with Dan Owens, Chief Financial Officer at Maxio; Jerod Sands, Chief Financial Officer at Parameter; and Vivek Dalmia, Chief Financial Officer at MoveInSync, for a practical CFO roundtable on how finance leadership is evolving beyond the balance sheet.Today’s CFO is no longer limited to reporting, compliance, and financial control. The role has expanded into capital allocation, AI adoption, business transformation, risk management, operational efficiency, and long-term value creation. The conversation explores how finance leaders are balancing the pressure to invest in growth with the need to protect margins, manage cash flow, and build financial resilience.The panel explores where AI is already creating measurable value and where expectations are still ahead of reality. Jerod explains that AI ROI is becoming clear in high-volume, rules-based processes such as order management, but that judgment-heavy areas like forecasting still require a strong “trust but verify” approach. Another key theme is efficiency. The panel reframes efficiency beyond cost-cutting. For CFOs, efficiency now means operating leverage, faster decision-making, better visibility, stronger workflows, and the ability to remove friction across teams. The episode closes with a broader reflection on the evolving CFO mandate. CFOs are becoming more strategic, more operational, and more technology-aware. Yet the panel agrees that this influence is only credible when the fundamentals remain strong: accurate reporting, controls, compliance, transparency, and the courage to challenge assumptions when the numbers do not support the story.In this episode, we cover:• Why “growth at all costs” has given way to disciplined capital allocation• How CFOs are balancing growth, margins, cash flow, and resilience• Where AI is creating real ROI in finance and business operations• Why AI in finance still requires trust, verification, and human oversight• How automation is changing forecasting, order management, dashboards, and FP&A• Why shadow AI, fraud, data privacy, and governance are becoming major CFO concerns• How finance leaders are redefining efficiency through operating leverage and decision speed• Why the modern CFO must be both strategic and deeply grounded in control• How CFOs can lead transformation without losing sight of compliance and resilienceKey Takeaway:The CFO role is no longer confined to managing numbers after the fact. Today’s finance leaders are shaping where capital goes, how AI is adopted, how risk is managed, and how businesses grow with discipline. The CFOs who will define the next phase of business will not choose between strategy and control. They will master both.About the Guests:Dan Owens is the Chief Financial Officer at Maxio, where he leads financial strategy and operations with deep experience across public companies, private equity-backed technology businesses, financial planning, M&A, revenue operations, and scalable growth systems.Jerod Sands is the Chief Financial Officer at Parameter, where he leads financial strategy, operational planning, and growth initiatives. His experience spans private equity-backed, venture-backed, and public companies, with a focus on disciplined scaling and operational efficiency.Vivek Dalmia is the Chief Financial Officer at MoveInSync, where he leads financial strategy, planning, governance, compliance, capital efficiency, and data-driven decision-making for sustainable growth.
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