1160: Disciplined Bets in an Expensive-Capital World | Burt Chao, CFO, 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” of helping organizations automate mission-critical work, but one now entering a new season. That evolution centers on orchestration—whether AI-enabled, agent-based, or rooted in RPA—while remaining clear-eyed about identity. Nintex, he explains, will not “become an AI company.” Instead, it aims to help customers leverage AI deliberately, embedding it where it strengthens the foundation of their operations, he tells us.

That emphasis on fundamentals shows up quickly in how Chao evaluates performance. In today’s environment, “there’s no more important number than growth,” he tells us. Margins, profitability, and even rule-of-40 metrics only make sense once leadership understands what growth is possible and how it can be accelerated. Benchmarks matter, but only as tools; every business must be understood on its own terms, he tells us.

That discipline has shaped some of the most challenging moments of his career. Chao recalls “shrink to grow” decisions—walking away from investments that still produced revenue but no longer delivered the best return. Those moments are rarely spreadsheet problems alone. They are emotional, cultural, and deeply human, requiring influence rather than authority, he tells us. For Chao, that balance—grounding strategy in numbers while leading people through change—defines the modern CFO role.

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1221: Rebuilding Bread Financial’s Capital Foundation—And What It Made Possible | Perry Beberman, CFO, Bread Financial

1221: Rebuilding Bread Financial’s Capital Foundation—And What It Made Possible | Perry Beberman, CFO, Bread Financial

When Perry Beberman arrived at what is now Bread Financial, the company had a balance sheet problem. It was carrying too much leverage, had insufficient capital, and needed a more disciplined approach...

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1220: At Hippo, Growth and Risk Work Together | Guy Zeltser, CFO, Hippo Insurance

1220: At Hippo, Growth and Risk Work Together | Guy Zeltser, CFO, Hippo Insurance

In 2023, Hippo faced what CFO Guy Zeltser describes as perhaps the worst quarter in the insurance company’s history. The response was not to chase growth harder. Instead, leadership made a decision th...

11 Loka 47min

The New Economics of Revenue | Sam Chung, Chief Customer Officer, Salesforce

The New Economics of Revenue | Sam Chung, Chief Customer Officer, Salesforce

How consumption models, AI, and rising complexity are reshaping the CFO mandateRevenue models are becoming more complex—and for finance leaders, the consequences extend well beyond how a company bills...

7 Loka 50min

2019: Building a Health Plan Around What People Actually Do | Tami Wilson-Ciranna. CFO, Curative

2019: Building a Health Plan Around What People Actually Do | Tami Wilson-Ciranna. CFO, Curative

When Tami Wilson-Ciranna joined Curative in April 2020, the assignment came with what now looks like a spectacularly optimistic assumption: three months.“I met with Fred on a Tuesday and I started on ...

4 Loka 48min

1218: Why Pegasystems Is Betting on Work, Not Tokens | Ken Stillwell, CFO, Pegasystems

1218: Why Pegasystems Is Betting on Work, Not Tokens | Ken Stillwell, CFO, Pegasystems

When Pegasystems began building its cloud business, the economics were hardly what investors would expect from a mature software company. Cloud gross margin was below 30%, recalls CFO and COO Ken Stil...

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2017: A Sharper Portfolio, A Clearer Capital Story | Brittany Cerwin, CFO, Middleby Corporation

2017: A Sharper Portfolio, A Clearer Capital Story | Brittany Cerwin, CFO, Middleby Corporation

For years, Middleby executives arriving at investor conferences faced a storytelling problem: 30 minutes wasn’t much time to explain three different businesses, each with its own brands, markets, inve...

27 Syys 41min

People and Places: The Geography of a CFO Career

People and Places: The Geography of a CFO Career

CFO careers are often described through titles, companies, and accomplishments. But another force can quietly shape the journey: place.In this themed episode of CFO Thought Leader, five finance leader...

23 Syys 37min

2016: Building the Operating System for Agentic Automation | Ryan Roccon, CFO, Zapier

2016: Building the Operating System for Agentic Automation | Ryan Roccon, CFO, Zapier

At Zapier, the rise of AI is changing more than the automation products customers build. It is reshaping how the company organizes, invests, prices its offerings, and thinks about its next stage of gr...

20 Syys 49min

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