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Balancing Stability and Innovation: The CFO Playbook From Thumbtack

The CFO Show · 2025-08-26 · 23 min

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Topics in this episode

CFOrolling investment cyclesenvelope budgeting

Episode notes

What does it take to lead a high-growth company through economic uncertainty, while still innovating for the future? Larry Roseman , Chief Financial Officer of Thumbtack , joins us to explore the modern finance leader's role in balancing resilience, agility, and long-term value creation. With a career spanning investment banking, accounting, and tech, Larry shares how he's redefined capital allocation, empowered decision-making across teams, and built a finance organization that thrives on trust and flexibility. Learn how to lead with clarity, empower innovation (without waste), and turn volatility into opportunity. Discussed in This Episode: Why CFOs must shift from fixed annual planning to rolling investment cycles The power of decentralized decision-making in fast-moving companies How to empower teams with "envelope budgeting" and shared accountability Why flexibility and financial discipline must go hand-in-hand How to balance profitability and growth through portfolio-style capital planning Tactics for encouraging innovation without a near-term ROI For CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com .

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