The CFO Playbook for Founders: Legacy, Trust & Financial Growth | Heather Hall
C-level finance leader Heather Hall, Founder & CEO of Sapphire CFO Solutions, joins Glenn & Cam to break down how founders can build scalable financial strategies rooted in trust, values, and long-term legacy-while navigating growth, AI, and organizational alignment. In this powerful conversation, Heather Hall, an accomplished CFO and finance executive with more than 30 years of experience shares what it truly means to build a business that lasts.
From startups and SaaS to fintech and HRtech, Heather has guided companies from pre-seed to exit, helping leaders align financial strategy with purpose, people, and performance.

Heather discusses why legacy is more than revenue, how trust acts as the glue inside high-performing organizations, and why financial strategy should be used as leverage, not just accounting. She also offers practical insights for founders navigating partnerships, AI adoption, and the integration of HR and finance.
 
This episode is a must-watch for entrepreneurs, executives, and operators who want to grow responsibly, lead with integrity, and build something meaningful.
 
Key Takeaways

• Legacy is defined by what you leave behind, not just what you earn
• Financial strategy should serve as a growth lever … not a back-office function
• Trust is essential for alignment, execution, and culture
• Strong relationships matter as much as tracking revenue
• AI will reshape lower-level finance tasks and unlock efficiency
• Integrity and values are critical when choosing partners
• Every startup needs a clear financial roadmap
• Mentorship accelerates growth and leadership maturity
• You can’t reach goals without a plan and numbers
• Trust is the foundation that holds organizations together

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