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CFOs On the Move: Week Ending July 1
McDonald’s, Dollar Tree, GoFundMe, Stride, Otis, Intrusion, Monogram Health, Mass Luminosity
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Lauren Muskett
| July 1, 2022
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Sponsored by
Principal Financial
M&A
The View from Inside a Midsize M&A Deal
Principal Financial CFO Deanna Strable gives the lowdown on the firm's recent $1.2 billion acquisition of Wells Fargo's retirement business.
By
David McCann
| October 15, 2019
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M&A
Wells Fargo to Sell Retirement Unit for $1.2B
The sale to Principal Financial reflects Wells Fargo strategy of divesting smaller business lines in the wake of its fake-accounts scandal.
By
Matthew Heller
| April 9, 2019
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Workforce Management
Special Report: The New Digital Workforce
Robotic process automation emerges from the back office to take on core finance tasks.
By
David McCann
| September 28, 2018
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Tech
RPA: Seeing is Believing
Principal Financial finds early success piloting RPA in treasury and tax.
By
David McCann
| September 28, 2018
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M&A
Principal Financial to Buy Fintech Company
Acquiring RobustWealth will provide Principal with automated rebalancing and other services, as well as almost $1 billion in new assets under management.
By
William Sprouse
| May 31, 2018
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People
No Finance Experience? No Problem
Principal Financial Group's CFO, on the job less than a year, had spent her career running businesses rather than finance teams.
By
David McCann
| January 2, 2018
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