#255 From CFO to CEO: Lessons on Leadership, Dave Osh, Mentor


In today’s rapidly evolving business environment, the transition from CFO to CEO is a journey that demands more than technical expertise—it requires a profound shift in mindset, leadership style, and strategic vision. In this episode, Dave Osh, a seasoned CFO, CEO, and mentor, joins host Kevin Appleby to share his unique path from fighter pilot to corporate leader, and the critical lessons learned along the way. The episode opens by underscoring the importance of leadership agility and the ability to adapt to new domains, stakeholder dynamics, and the ever-changing demands of the C-suite.
Dave Osh discusses the challenges CFOs face when stepping into broader leadership roles, emphasizing the need for executive presence, effective communication, and a deep understanding of both business strategy and human psychology. He introduces his “CFO aura” framework—openness, unattached perspective, resonance, and authenticity—as essential qualities for finance leaders aspiring to become strategic collaborators and inspirational CEOs. Drawing from his books and real-world experiences, Dave provides actionable insights for finance professionals seeking to unlock their leadership potential and drive meaningful change within their organizations.
Key topics covered:
- The journey from CFO to CEO requires a shift from technical mastery to strategic leadership
- Executive presence and effective communication are critical for C-suite success
- The “CFO aura” framework: openness, unattached perspective, resonance, authenticity
- Navigating stakeholder relationships and organizational politics is essential
- Continuous learning and personal development underpin leadership growth
- Playfulness and joy can empower leaders and foster a positive work culture
Links
Timestamps
- 0:02:07 Dave Osh’s unique journey from fighter pilot to CFO and CEO
- 0:05:29 Challenges and learning curves in becoming a CFO
- 0:10:43 Developing executive presence and the “CFO aura” framework
- 0:15:28 Practical advice for CFOs to avoid being seen as a naysayer
- 0:20:04 Transition from CFO to CEO and lessons on leadership philosophy
- 0:30:15 Dave’s books and frameworks for leadership development
- 0:38:35 The role of playfulness and joy in effective leadership
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