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1085: The Strategic Power of Curiosity | Erik Rothschild, CFO, Cin7

Fresh out of a hedge fund analyst role, Erik Rothschild walked into an interview at a Chicago-based trading firm and did something unexpected—he pitched actual trade ideas to the portfolio manager across the table. That bold move earned him a spot on the team, and eventually, a portfolio of his own. “That whole experience taught…
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1083: Navigating the Go-To-Market Roadmap with Precision | Brian Robins, CFO, GitLab

It was a pivotal moment Brian Robins tells us he’ll never forget: stepping onto a makeshift stage to address some 400 employees just minutes before a key 8-K filing would publicly announce the potential sale of a major business unit. The room bristled with anxiety—people worried about their jobs and the future of the company.…
Listen to the Episode Below (0:46:35)
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1082: Unlocking Value Through Real Estate Innovation | Tim Arndt, CFO, Prologis

Tim Arndt still remembers the urgency in the air when AMB Property Corporation decided to merge with Prologis at the height of the financial crisis. It was, as he describes, “a merger of equals,” but Arndt tells us that, in the end, it was the legacy management of AMB that would lead the newly formed…
Listen to the Episode Below (0:48:59)
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1081: The CFO’s Role in Innovation and Market Adaptation | Erik Swenson, CFO, IDT

It was a moment that would shape Erik Swenson’s approach to finance forever. As a co-op student at Northeastern University, he found himself in front of a room full of engineers, presenting financial metrics he had carefully compiled. When the meeting ended, one of the engineers approached him and said, “That was interesting, but it…
Listen to the Episode Below (0:55:48)
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Ep 5: Crisis, Clarity, and Command: CFOs in Action

This episode of CFO Journal 1 2 3! we bring you real-life insights from three remarkable CFOs who confronted crisis head-on. 🔹Sarah Spoja (Tipalti) recalls the intense moments when SVB’s collapse demanded rapid, decisive action, emphasizing the strength of strategic partnerships and proactive fund management.🔹Damon Fletcher (CEO, Caliper) shares his journey through a dramatic market […]

Questek’s Journey: From Projects to SaaS Innovation

Inside The Mentoring Round, CFO Brian Registe of Questek discusses the integration of SaaS with traditional project-based work, highlighting how Questek balances both business models. He explains the key SaaS metrics they focus on, such as sales pipeline and cycle length, to drive growth. Brian also shares insights on Questek’s partnerships with industry leaders like […]

1058: Empowering Industry with SaaS-Driven Material Technologies | Brian Registe, CFO, QuesTek

It was only last October that the world witnessed SpaceX catching its super-heavy rocket booster as it emitted fiery bursts from the booster’s underside. Among those watching perhaps more attentively than ever was this episode’s CFO guest, Brian Registe, who today oversees the finance function of Questek—a company whose materials-by-design technologies are enabling SpaceX and…
Listen to the Episode Below (0:52:17)
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1057: Building Strategic Value: Inside the Finance Engine Room | Georgy Egorov, CFO, ZeroAvia

“Maybe it was a little bit of beginner’s luck,” Georgy Egorov tells us, reflecting on his first CFO appointment at a biotech startup. Although the life sciences firm’s blend of knowledge-driven resources and AI placed it at the forefront of drug discovery innovation, Egorov identified a critical vulnerability: the company’s model depended too heavily on…
Listen to the Episode Below (0:56:14)
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1056: The Three Ps: A Data-Driven Approach to Sustainable Growth | Zach Johnson, CFO, Cribl

Ask any business manager about the “three Ps in business” and they will likely say People, Process, and Product. However, ask any finance team member at Cribl that question, and you’ll likely hear a different answer: Precision, Predictability, and Performance. These are the three Ps that guide CFO Zach Johnson’s data-driven approach to financial leadership.…
Listen to the Episode Below (0:44:29)
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1055: At the Intersection of Product Love and Financial Leadership | Joanne Cheng, CFO, Jellyfish

Joanne Cheng’s career had already carried her through multiple successful exits and finance leadership roles when an unexpected opportunity arose. Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its…
Listen to the Episode Below (0:42:36)
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1054: AI as a Game-Changer for Revenue and Operations | Chris Nagy, CFO, SalesLoft

In March 2020, as global lockdowns disrupted industries worldwide, Chris Nagy encountered a pivotal moment as CFO. Overnight, his company lost 25% of its revenue due to the closure of in-person focus group facilities. Responding swiftly, Nagy redirected resources to fast-track a shelved video conferencing product. By year-end, the initiative recovered half of the lost…
Listen to the Episode Below (0:40:23)
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