CFO Sue Vestri describes leaving institutional stability for a smaller, unproven environment, deliberately choosing exposure over security and framing the move as catalytic rather than risky. The decision is supported by visible recalibration—researching the new space, sequencing career moves, and linking each transition to future positioning rather than immediate comfort.
Made Possible By
Now Watch our Complete Episode featuring CFO Sue Vestri of CRIO
In this conversation, CFO Susan Vestri of CRIO explains how the CFO role has evolved from producing statements to operating as an embedded business partner. She reflects on scaling Greenphire through private equity ownership, global expansion, and a COVID-era exit process, and how she learned the clinical trials space from scratch by immersing herself in acronyms and sales conversations. At CRIO, she focuses on modernizing site-centric workflows, adopting AI where it improves productivity and data integrity, and using practical metrics to forecast usage-based revenue. Throughout, she emphasizes trust-building, disciplined investment choices, and cross-functional alignment.
| CFO’s Strategy Playbook |
|---|
| • Embed Finance Deeply Into Operations |
| • Invest In AI With Clear Outcomes |
| • Build Trust, Then Upgrade Systems |