Next Exit

#06: The Rule of 40 and AI ROI: What CFOs Need to Balance Growth and Profit with Blaine Fitzgerald

Dan Thompson | Kluster Season 1 Episode 6

In this episode, Dan Thompson speaks with Blaine Fitzgerald, CFO at Kinaxis and former VP Finance at Shopify, about what it takes to drive sustainable, capital-efficient growth in today’s market.

Blaine breaks down how he applies the Rule of 40 to balance growth and profitability, why AI is a financial lever, and how CFOs can build investor confidence through operational clarity and credible guidance. From build-buy-partner decisions to AI-enabled forecasting, this is a masterclass in modern CFO leadership.

Key Takeaways:

✔️ Why every CFO needs to build a high “trust battery” with investors and internal teams

✔️ How to apply the Rule of 40 to prioritise sustainable, profitable growth

✔️ Practical AI use cases in finance and supply chain that deliver immediate ROI

✔️ The build–buy–partner framework Kinaxis uses to scale efficiently

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Check out Dan’s Private Equity-Grade Forecasting software, Kluster, here: https://www.kluster.com/

Send podcast guest pitches to: dan.thompson@kluster.com

Check out Dan’s Private Equity-Grade Forecasting software, Kluster, here: https://www.kluster.com/

Send podcast guest pitches to: dan.thompson@kluster.com