Facing tighter capital and slower growth, Burt Chao led “shrink-to-grow” decisions—redirecting investment away from still-profitable product lines toward higher-ROI priorities. The shift required redefining asset allocation discipline while aligning stakeholders around long-term value creation in a constrained environment. Now Watch the Complete Episode Featuring CFO Burt Chao of Nintex In his first months at Nintex, […]
1160: Disciplined Bets in an Expensive-Capital World | Burt Chao, CFO, Nintex
As he nears the end of his first 100 days at Nintex, Burt Chao is doing something many new CFOs resist: listening more than talking. Understanding the business, its people, and its real growth potential comes before dashboards or directives, he tells us. Chao describes Nintex as a company with a “long and rich history”…
Listen to the Episode Below (0:55:09)
1116: The CFO Who Thinks in Full Color | Dan Zhang, CFO, ClickUp
When Dan Zhang joined ClickUp in 2021, she stepped into a company intent on unifying how the world works. Two years later, she entered the CFO office—just as ClickUp’s strategic bet on AI was beginning to reshape its platform and its future. ClickUp is not just a place where work is tracked, Zhang tells us—it’s…
Listen to the Episode Below (0:55:27)
1071: Empowering Finance: Lessons from the Automation Edge | Ashim Gupta, CFO, UiPath
Ashim Gupta, who has evolved from a pre-IPO CFO to now serving as both CFO and COO, is busy redefining the role of finance in driving growth and innovation. Initially focused on strict financial discipline, Gupta’s responsibilities have expanded to integrate long-term growth initiatives with day-to-day operational execution. In our discussion, Gupta explains that funding…
Listen to the Episode Below (0:40:33)
Ep 2: Speedy Decisions, Bold Risks & Seizing Every Chance
In this episode of “1 2 3,” three CFOs share their unique journeys and pivotal lessons: Tune in for inspiring perspectives on leadership, growth, and driving impactful change through finance. Don’t forget to subscribe!
Ep 1: Raising Capital, Resource Allocation & Book Tips
On this episode of 1-2-3, Emma Seymour, CFO at Deputy, reveals the behind-the-scenes steps to raising capital from strategic partners and achieving unicorn status. Next, Dev Ahuja, CFO of Novelis, explains how his pharmaceutical background at Novartis fueled disciplined resource allocation and strategic growth in manufacturing. Finally, Seth Wunder, CFO of Acorns, shares his approach to carving out quality time for reading and offers a pair […]
When Making Difficult Decisions | Anthony Scaglione, CFO, ABM Industries
What do you wish someone had told you at the start of your CFO career? “One of the principal things I’ve observed has been that if you’re not able to make a difficult decision, then you shouldn’t be surprised if someone else makes it for you. I know that sounds pretty draconian. But, in essence, we […]