In this episode, Jack is joined by Perry Beberman, CFO of Bread Financial. For a financial services company built around consumer credit and retail partnerships, growth is inseparable from decisions about risk, customer behavior, and the use of capital. Beberman explains how Bread Financial manages these competing considerations while reshaping its balance sheet, funding structure, […]
1211: Mission, Means, and the Will to Grow | Jonathan Ma, CFO, Sutter Health
Jonathan Ma recalls being at his parents’ home in Nebraska one Saturday when his Morgan Stanley boss called with advice: pursue an opportunity at Sutter Health. After nearly 15 years, the mentor believed the retiring treasurer’s position could be Ma’s next step. Ma tells us he had not considered the opportunity. Although he knew Sutter…
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1203: Making Strategy—and the Money—Move Together | Laura Miller, CFO, Strata Decision Technology
In April 2020, Laura Miller stepped into her first CFO role at Pampered Chef. According to Miller, she was pregnant with her second child, working with a new CEO and joining an executive team that had never worked together in the building before the pandemic sent everyone home. Demand was anything but predictable. Miller tells…
Listen to the Episode Below (0:42:51)
1174: How a Hard Reset Reignited Momentum | Aidan Viggiano, CFO Twilio
In 2023, stepping into the CFO role at Twilio, Aidan Viggiano faced a defining reality: “the first hard call was a layoff,” she tells us. The company had surged during the pandemic as digital communications accelerated, but by mid-2022, growth slowed while profitability lagged. “We can’t be slowing in growth and not be profitable and…
Listen to the Episode Below (0:44:10)