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”…
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1155: Scaling Growth Without Sacrificing Outcomes | Bruce Schuman, CFO, Universal Technical Institute
At Intel, Bruce Schuman remembers walking into a meeting as a controller, proud of a product change his team had worked on “for months.” Then CFO Andy Bryant asked one question—one that reframed the proposal around customer impact. “Nobody had thought about (it),” Schuman tells us, and that question “completely changed the entire conversation,” leading…
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The Power Behind Story-Driven Growth | David lee, CFO & COO, WEBTOON
During Best Buy’s Renew Blue turnaround, David Lee helped redirect over $1 billion in savings to reinvent stores as “omnichannel showrooms,” blending digital and in-store experiences. By aligning consumer insight with disciplined finance, the team defied predictions of retail decline—driving one of the fastest stock recoveries in the S&P 500. Now Watch the Complete Episode […]
1142: From Webcomics to Wall Street: Inside a Storytelling Powerhouse | David Lee, COO & CFO, WEBTOON
When David Lee joined PG&E in San Francisco, the company was collapsing under the weight of California’s first energy crisis. “These utility veterans kind of got us into this,” the new CFO told him, handing him an unusual assignment: act as an “anti-CFO.” Lee spent his days testing every forecast and financing plan, proposing contrarian…
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1137: When Finance Leads With Curiosity | Amy Foo, CFO, Ignition
She starts with tape from the field, not the spreadsheet. Listening to enterprise sales calls, Amy Foo heard customers whose usage rose and fell with seasons. Fixed per-seat pricing “wasn’t quite hitting the mark,” she tells us, so she piloted a pooled-seat model that flexed monthly within an annual commitment—turning smaller clips into “one to…
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1136: From Projects to Playbooks: Making Transformation Stick | Joe Custer, CFO, Intrado
When Joe Custer describes Intrado’s purpose, he begins with a story that traces back almost half a century. The company, he tells us, was born inside the Boulder County Sheriff’s Department when someone asked whether there might be a better way to connect a caller in distress with a first responder. “Turns out they were…
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1133: Finance That Explains (and Scales) the Why | Kimberlee Duval, CFO, Cymbiotika
When Kimberlee Duval arrived at Cymbiotika, the wellness company was preparing a leap few bootstrapped brands attempt—moving from direct-to-consumer to retail shelves. “Our two owners, Charlene and Shahab, have done everything direct,” she tells us. “They wanted to build an organization for the long term.” That resolve led the company to take on debt rather…
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Empower Numbers, Accelerate Restaurant Success | Emma Whelan, CFO, MarginEdge
A Finance Strategic Moment Seeing 65 finance staff siloed on three continents, Emma Whelan realized succession and scale were impossible. She collapsed the structure into one truly global team, cross‑training and centralizing every process. The painful year paid off: faster closes, zero attrition, soaring engagement, and worldwide talent sharing propelled sustainable growth. Now Watch the Complete […]
Embedding AI Into Finance Workflows | Gillian Munson, CFO, Vimeo
A Finance Strategic Moment One week into a CFO post, Munson was air‑dropped into a foreign audit room and told to fix a complex tax exposure outside her expertise. She mobilized auditors, tapped her network, and resolved it quickly. The baptism fortified her “learn‑fast, call‑everyone” playbook, sharpening courage and pattern recognition for future unknowns. Now […]
1096: Why Usage Beats Revenue in Video SaaS | Gillian Munson, CFO, Vimeo
When Gillian Munson pictures a Vimeo customer, she doesn’t start with a filmmaker, she imagines an insurance company executive or a corner grocery store owner uploading a training clip into Vimeo’s ever thirsty player, and hitting publish without ever surrendering control—or ad space—to a third‑party network. That simple embed workflow, she tells us, explains why “eight…
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The 60 Seconds That Changed the Conversation
Faced with a complex tax strategy and an overwhelmed board, Tony Jarjoura cut through dense technical jargon and distilled thousands of hours of work into two simple sentences. The clarity shifted the conversation instantly—highlighting his belief that finance leaders must translate complexity into insight that moves decisions forward. Now watch our complete episode featuring CFO […]