FInEx AmeriEuro - Panel 4 - From Talent to Triumph – Driving Success Through People

Excited to share this Panel, From Talent to Triumph – Driving Success Through People from the FinEx AmeriEuro Summit where we embarked on an exhilarating journey into the world of talent leadership.

Featuring expert panelists

Julie Winkle Giulioni - Best-selling author and leadership expert

Dr. Solange Charas - CEO of HC Moneyball and human capital guru

Dave Bookbinder - Human capital valuation authority

Stacy Colbert - CFO and strategic bridge-builder

Our host:

Jess Dewell, Strategic Growth Manager at Red Direction

We didn’t just scratch the surface; we unfurled the tapestry of human capital and leadership. Our discussion centered on integrating human capital strategies with financial goals, which is essential for any successful CFO.

Here’s why it’s crucial:

Empowering People = Empowering Profits: By aligning talent strategy with business objectives, CFOs can unlock potential that drives revenue and innovation.

Cultural Dynamics & Leadership: Effective leadership is the compass that navigates through the dynamic workforce landscape. This involves fostering a culture of trust, engagement, and collaboration.

Measuring Human Capital Impact: Understanding and quantifying the impact of human capital isn’t an option, but a necessity. As Dr. Charas illustrated, the economic value of workforce investments translates directly to the organization’s bottom line.

We are grateful for the wealth of lessons shared. They are an inspiration to all business leaders on cultivating a people-centric approach to achieve lasting success.


Use the Chapter Slide in the lower corner of the video to skip to each chapter.

Chapter 1: Introduction and Opening Remarks 00:00

Chapter 2: Opening Thoughts from Panelists 02:06

Chapter 3: Human Capital Metrics and Valuation 04:20

Chapter 4: Practical Experience and Talent Strateg 09:38

Chapter 5: Optimizing People Development 12:56

Chapter 6: Workforce Changes and Development Impli 17:26

Chapter 7: Benchmarking Human Capital Results 23:20

Chapter 8: Insights on Leadership and Engagement 30:43

Chapter 9: Building High-Performing Teams 37:53

Chapter 10: Closing Remarks and Actionable Advice 43:16

Here are some quotes from the panel discussion that help summarize the key concepts discussed:

“Valuation isn’t just numbers. It’s about trust and understanding the why.” - Dave Bookbinder

“Everyone deserves to reach their potential.” - Julie Winkle Giulioni

“Like Finance, HR people should employ a rigor around data analytics.” - Dr. Solange Charas

“For every dollar we invest in people, what is our adjusted profitability?” - Dr. Solange Charas

“Your most important assets actually go home at the end of the day, so give them a reason to come back to work tomorrow.” - Dave Bookbinder

“High performing teams are engines that drives success.” - Stacy Colbert

“Development is no longer a nice to do. It really is a mission critical imperative that we ignore at our own peril.” - Julie Winkle Giulioni

“Creating an environment of employee engagement drives profitability.” - Dave Bookbinder

“Human capital is now considered an intangible asset, and we need to pay attention to that.” - Dr. Solange Charas

“Leaders need to get to know their people in a very different way.” - Julie Winkle Giulioni

“Treat people like people and good things come from it.” - Dave Bookbinder

“Measuring it is important, and optimizing those numbers is also critical.” - Julie Winkle Giulioni

“Our CFO role as a catalyst remains the same, all of which requires people.” - Stacy Colbert

“Avoiding hiring a toxic employee is way more important than finding a rock star.” - Dave Bookbinder

These quotes encapsulate the importance of human capital, leadership, and development as the driving forces for organizational success.


Listen on



Identify your path to CFO success by taking our CFO Readiness Assessmentᵀᴹ.

Become a Member today and get 30% off on-demand courses and tools!

For the most up to date and relevant accounting, finance, treasury and leadership headlines all in one place subscribe to The Balanced Digest.

Follow us on Linkedin!