The Future of Finance is Listening

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861: Putting Your Plan in Motion | David Quinn, CFO, Bluevine

Things were going downhill for David Quinn when he met his future wife—or such might be the familiar punchline to follow Quinn’s disclosure that he met his wife on a ski vacation. Still, Quinn lets us know that the timing of his match being made was in sync with the escalating financial crisis of the…
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829: All Aboard for Accelerated Learning! | Jamie Britton, CFO, Texas Security Bank

The expression “accelerated learning” has been used by a number of our recent CFO guests to distinguish periods within their careers when circumstances demanded a hastened pace of knowledge gain. For Jamie Britton, this period of time began when an economist at SunTrust Bank pulled him into a conference room and offered him a position…
Listen to the Episode Below (00:42:08)
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824: An Appetite for Change | Rajesh Gupta, CFO, OakNorth Bank

When Rajesh Gupta tells us that he likes change and fixing things that are broken, we can’t help but wonder how a finance career that has encompassed more than 20 years with General Electric has come to satisfy that appetite. Certainly, we reason, this number of years with a single company is more likely to…
Listen to the Episode Below (00:51:16)
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Five Ways Middle Market CFOs Can Make Sound Financial Decisions | Bill Fink, EVP & Head U.S. Middle Market Banking, TD Bank

This transcript has been machine generated CFOTL:Hello, we’re pleased to catch up with Bill Fink, Executive Vice President and Head of Middle Market Banking for TD Bank. Bill, welcome. Bill Fink:Jack, it’s a pleasure to be here. Thank you for the opportunity to chat. CFOTL:Yeah, Bill. So it was only last month really that I […]

How AI is Behind Document Processing’s Next Great Wave

Intelligent Document Processing (IDP) is gaining traction across the U.S. mortgage industry as demands for end-to-end automation are more robust than ever, spurred by rising home sales and a collective push toward greater use of technology for the sake of efficiency, cost savings and compliance requirements for all parties involved. Join us as CEO and […]

713: Banker, Builder, Finance Leader | Stuart Henrickson, CFO, Bold Commerce

In the late 1990s, when Stuart Henrickson was CFO for Koch Industries’ Canadian operations, Chase Manhattan made him a job offer unlike any that he had received before. “It was a fork in the road for me. Koch had been consolidating and bringing many of its operations back to their head office in the U.S.,…
Listen to the Episode Below (00:39:25)
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430: Identifying Metrics That Drive Revenue | James Ciroli, CFO, Flagstar Bank

Join us when Jim Ciroli discusses how finance is helping to identify the levers that drive revenue and unlock new growth for Flagstar, the fifth largest bank mortgage originator nationally and third largest savings bank in the country. "At the end of the day, you can't manage more revenue. You can manage activities that you…
Listen to the Episode Below (00:47:18)
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363: Achieving a Global Alignment | Alejandro Scannapieco, CFO, Globant

Join us when CFO Alejandro Scannapieco of Globant looks back on his firm’s IPO and recalls the priorities and challenges that helped to shape the technology services firm’s global growth path. On Metrics "An important metric that we watch closely is the number of 'releases'—these are people who are being released from projects. We need to quickly understand what…
Listen to the Episode Below (00:43:36)
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