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574: The Age of the Real-Time CFO | Mike Ellis, CFO, Flywire
Guest: Michael Ellis Company: Flywire Connect: www.flywire.com Headquarters: Boston CFOTL: Share with us some of the history behind the company's capital structure.Ellis: I started with Flywire four years ago. We were basically a series C business at the time, basically a break-even business, so we really didn't need any additional capital. We have raised our…
Listen to the Episode Below (00:36:01)
573: CBD: Sizing up the Opportunity | Alan George, CFO, Ojai Energetics
Among the different experiences that Alan George credits with having prepared him for a CFO role, one office meeting looms large. After he had spent days and nights preparing his first presentation for the president of a portfolio company, George recalls, the meeting came to an abrupt end when the executive reached across the table…
Listen to the Episode Below (00:34:10)
572: Measuring the Efficiencies of Customer Acquisition | David Burt, CFO, ServiceTitan
Years from now, when finance leader David Burt is reminiscing about his varied career chapters, you might imagine a captivated listener politely interrupting the veteran CFO with the question, “Excuse me, but what exactly was your profession?” This is a query perhaps more likely to be asked of veteran CFOs than other seasoned business leaders,…
Listen to the Episode Below (00:50:06)
571: Optimizing Your Pipeline’s Velocity | Greg Wookey, CFO, Boulevard
Inside the world of retail businesses, Greg Wookey’s CFO career has advanced down a path that parallels the sector’s growing appetite for more sophisticated software. Such was the case roughly 10 years ago, when he stepped into the CFO office at Mindbody—a firm whose well-known software helped fitness centers across the country to manage the…
Listen to the Episode Below (00:34:42)
570: Discovering What Makes Customers Happy | Sue Vestri, CFO, Greenphire
In the past, Sue Vestri has told friends that she has achieved CFO success by routinely working herself out of jobs. Vestri is not alone. Certainly, many of her finance leader peers have helped to create some exciting M&A deal-making chapters only to be “written out” of the newly merged business’s future script. “Being put…
Listen to the Episode Below (00:40:39)
569: Growing Your Team’s Knowledge Base | Raj Dani, CFO, Ping Identity
Back in the early 1990s, with both feet firmly planted on an auditing career path inside Price Waterhouse’s Tampa, Florida, office, Raj Dani decided to take a detour into the accounting house’s M&A advisory practice. Over the next few years, the one-time auditor began providing deal-makers with financial and operational due diligence on their future…
Listen to the Episode Below (00:34:57)
568: It’s the Narrative that Matters | Lanny Baker, CFO, Eventbrite
When it comes to time management, finance leaders tell us that it’s often easier for them to manage time offsite than inside the traditional office environment, where calendar appointments and consecutive meetings can swallow up entire days. Still, few CFOs have shared with us as novel a time management solution as that of CFO Lanny…
Listen to the Episode Below (00:49:41)
567: Mining Opportunity Between Growth & Risk | Kevin Jacobson, CFO, LogicGate
Step inside CFO Kevin Jacobson’s office at LogicGate, and there’s little question that you’ll think you’ve entered a realm where growth and risk are often two sides of the same coin. In fact, LogicGate’s fast path to achieving “product market fit” was no doubt shortened by early customers who today wield a similar growth/risk mind-set.…
Listen to the Episode Below (00:36:13)
566: Building Your P&L Culture | Scot Parnell, CFO, DailyPay, Inc.
We are nearly at the end of our interview with Scot Parnell when we ask him to explain what led him to accept the CFO position at DailyPay, a company with a pioneering technology inside the human capital management realm. This is a question that we had asked a little earlier in the interview, but…
Listen to the Episode Below (00:31:38)
565: A Fintech Unicorn Burnishes its Risk Management Brand | Michael Tannenbaum, CFO, Brex, Inc.
Upon being named CFO of Brex, Inc., in 2017, Michael Tannenbaum joined a realm of accomplished finance executives whose average age is 20 years greater than his. This is not the first time that Tannenbaum has advanced beyond his professional years, so the label of “whiz kid” has long since lost a little of its…
Listen to the Episode Below (00:36:33)
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