Don Rogers, CPA, MA

Evaluator
DISC Type : Dsc

Strategy & Innovation | Financial Services Sector Leader at Clearsulting

New York City Metropolitan Area, United States

Overview

Don Rogers is the Financial Services Sector Leader at Clearsulting, specializing in strategy and innovation. A Columbia University graduate and CPA, he has over twenty-five years of experience advising C-Suite executives on finance modernization, corporate restructuring, and digital technology. People who have worked with him describe him as pragmatic, insightful, and strategic.

Outside of work, Don is an avid reader with an interest in broad historical and philosophical topics, including the works of Yuval Noah Harari. He is also involved in his community, showing support for local human rights initiatives and events in the City of Yonkers.

Don is a published author and is currently writing a new book, "Building the Strategic Finance Operating Model, " scheduled for release in 2026.

Personality Overview

Thorough Evaluator

Quality Focused

Hard To Convince

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Finance Transformation
His entire career is focused on modernizing the finance function. He is currently authoring a book on the "Strategic Finance Operating Model. "
AI in Finance
His recent social media activity includes the hashtag #AIEnabledFinance, signaling a strong focus on applying artificial intelligence to financial services.
Change Leadership
He believes that successful transformation depends on changing human behavior, stating, "Tools don’t resist change. People do. "

Media Appearances

Don has no verified media appearances

Work History

8-2024
Strategy & Innovation | Financial Services Sector Leader at Clearsulting
6-2019 - 8-2024
Managing Partner | Strategy & Innovation | Advisory Leader at Invictus Global Advisors, LLC
Managing Partner, Strategy & Management Consulting at AEGIS Advisory Partners, LLC
7-2019 - 10-2020
Partner, Strategy & Management Consulting at RSM US LLP
4-2009 - 7-2019
Partner | Performance Improvement | CFO Advisory at EY

Education

Master of Arts - MA from Columbia University
Bachelor of Business Administration - BBA from Iona University

More Information

Social Presence :

Prographics :

Exp : 12 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Strategy & Innovation | Financial Services Sector Leader at Clearsulting
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Insights For Selling To Don

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Don is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Don

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Don move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Don take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Don

Personality Compatibility


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