Beyond the Transaction

The TAIL Framework: A New Playbook for Finance Leaders

17 min · 23. Okt. 2025
Episode The TAIL Framework: A New Playbook for Finance Leaders Cover

Beschreibung

TreviPay’s CFO, Joel Campbell, joins us to share how the role of today’s finance leader is expanding beyond the balance sheet. From managing both financial and human capital to navigating market volatility, Joel reveals why trust, adaptability, and automation are the new pillars of growth. Discover his TAIL framework and how it helps CFOs build resilience and drive performance in unpredictable times. Tune in to learn how forward-thinking finance leaders are shaping the next era of B2B success.

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12 Folgen

Episode Retail Check In With Loie Maxwell Cover

Retail Check In With Loie Maxwell

What can B2B leaders learn from the brands that shape everyday retail? In this episode of Beyond the Transaction, Clint Sears sits down with creative superstar and retail veteran Loie Maxwell, whose leadership experience spans Target, CVS, Starbucks, and Amazon Fresh. Together they recap lessons learned at this years NRF convention and explore how modern retail thinking is reshaping expectations in B2B commerce. From loyalty and brand trust to frictionless payment and onboarding, Loie shares why business buyers now expect the same clarity and ease they experience as consumers. The conversation also examines how strong customer experience builds lasting relationships and why the moment of payment can define that experience. The episode offers a clear look at how retail lessons can help strengthen loyalty, remove friction, and raise the standard for B2B commerce.

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