The CFO’s guide to scaling smart

Erik Nakamura joins Chris Ortega to dive into the evolving, modern and digital CFO, the power of using AI effectively, and how to build better collaboration across business functions.

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Key takeaways

With digital transformation, the right team makes all the difference
Technology for efficiency, not busywork
CFOs today need to go beyond the numbers to become strategic business partners
Constantly evaluate the technology you use to check it's actually helping you scale and work efficiently
Relationship-building and soft skills are essential for modern finance leaders in high-growth companies

Chris Ortega

Fractional CFO, Fresh FP&A

Chris is the CEO at Fresh FP&A, a fractional CFP and advisory services company working with SMBs. He has hosted multiple Vertice interviews with finance and procurement experts.

Erik Nakamura

CFO at Journal Technologies, ex-CFO at Orange Comet

Known as a dynamic and inspiring leader with a passion for coaching and mentoring when building finance teams, Erik has over two decades of experience to back up his insights.

Scaling tips, team building and tech tools for success

The CFO’s guide to scaling smart

Key takeaways

AI, cutting costs and optimizing SaaS

Sustainable growth, technology, and people-powered finance

Strategies for sustainable growth & automation

Building a lasting finance strategy