A Finance Strategic Moment Facing rapid premium growth and capital constraints in 2024, Andrea Hecht led CSAA to issue a $500M surplus note—a strategic move that preserved momentum without …
1102: Navigating Growth and Risk in a Member-Driven Business | Andrea Hecht, CFO, CSAA Insurance Group
When Andrea Hecht walks into a finance meeting, she’s not preparing for earnings calls or shareholder Q&A. Instead, her focus is inward—on aligning every financial decision with a mission that …
From Product To Ownership Ecosystem | Tom Egan, CFO, Hometap
A Finance Strategic Moment Amid 2020’s Covid uncertainty, Tom Egan drew on his Lehman‑era lesson that contracts follow relationships. He immediately called Hometap’s two banks, shared worst‑case …
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1101: Turning Home Equity into a Platform, Not a Product | Tom Egan, CFO, Hometap
When Tom Egan walks a homeowner through the math—“If your house is worth a million dollars and you owe five hundred thousand,” he says—the traditional options surface quickly: load the balance sheet …
Achieving Strategic Optionality Through Operational Rigor | Chad Gold, CFO, Fullstory
Sensing 2021’s frothy market, Gold ran a dual track—pursuing fresh capital while quietly courting strategic buyers. Years of relationship‑building and rigorous records paid off when Vista Equity …
1100: Lines, Not Dots: Turning Optionality into Outcomes | Chad Gold, CFO, Fullstory
Imagine an accounts‑receivable clerk clicking through four different systems just to finish one routine task. Chad Gold sees that bottleneck instantly. Fullstory’s newly launched Workforce product …