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Feb 2024
45m 5s

Controllers Classified: Open AI's Contro...

The Future of Finance is Listening
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Yesterday
1212: When Working Capital Rewrites the CFO Agenda | Dan Barzily, CFO, Tipalti
Shortly after Dan Barzily became CFO of Tipalti, a go-to-market transformation altered the company’s working-capital profile. One quarter later, Barzily tells us, the company missed its forecast across multiple parts of the P&L.The surprise reached back to a subject he had barely ... Show More
36m 57s
Sep 2
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 ... Show More
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Aug 30
1210: The Best Trade May Be the One You Don’t Make | Shiv Verma, CFO, Robinhood
Six weeks before Lehman Brothers went under, Shiv Verma tells us, he joined a hedge fund as the world felt like it was falling apart. After building structured-credit and CLO models at J.P. Morgan from 2006 to 2008, Verma says he helped buy back assets originated at par for five ... Show More
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