56 min listen
E6: Carta CFO Charly Kevers on the Importance of Truth Telling
From"Turpentine Finance" with Sasha Orloff | Startup Finance, Leadership, CFO Strategy
E6: Carta CFO Charly Kevers on the Importance of Truth Telling
From"Turpentine Finance" with Sasha Orloff | Startup Finance, Leadership, CFO Strategy
ratings:
Length:
57 minutes
Released:
Oct 2, 2023
Format:
Podcast episode
Description
Charly Kevers (CFO of Carta) joins CJ on episode six of Run the Numbers, where they talk through the most important qualities of great CFOs, why you should look at every part of your business as a startup, and more. If you’re looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics
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SPONSORS:
NetSuite provides financial software for all your business needs. More than thirty-six thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and defer payments of a FULL NetSuite implementation for six months.
Tropic is the next-generation Procurement Platform that’s helping modern CFOs take control of their budgets and bottom line. By combining approval workflows, supplier management, and pricing benchmarks all in one place, Tropic makes savings opportunities easy to find and act on. ? Visit https://tropicapp.io to learn how.
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X / TWITTER:
@CKevers (Charly)
@cjgustafson222 (CJ)
@TurpentineMedia (Turpentine)
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TIMESTAMPS:
(00:00) Episode Preview
(00:15) SEGMENT: CJ's opening “Off the Books” monologue - CJ’s First Negotiation
(06:54) Start of interview
(08:22) The #1 thing that kept Charly up at night when he started at Carta
(09:00) Sponsor: Netsuite
(10:24) How Charly communicated with his CEO when he started
(11:43) Charly's tactics on truth-telling
(13:07) How to talk to investors
(16:25) Frameworks on communicating the tough news
(17:33) Charly's experience at HP
(20:03) Qualities of great vs. good CFOs
(22:20) Metrics to share with investors
(28:22) Relationship with Carta CEO and how the dynamic has changed
(34:23) How Charly works with his CEO to make decisions
(40:33) On Carta X
(48:53) SEGMENT: Long-ass Lightning Round
(50:01) SEGMENT: Rep Yo Stack - Sponsored by Tropic
(51:36) Craziest thing someone has tried to expense at Carta
---
SPONSORS:
NetSuite provides financial software for all your business needs. More than thirty-six thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and defer payments of a FULL NetSuite implementation for six months.
Tropic is the next-generation Procurement Platform that’s helping modern CFOs take control of their budgets and bottom line. By combining approval workflows, supplier management, and pricing benchmarks all in one place, Tropic makes savings opportunities easy to find and act on. ? Visit https://tropicapp.io to learn how.
---
X / TWITTER:
@CKevers (Charly)
@cjgustafson222 (CJ)
@TurpentineMedia (Turpentine)
---
TIMESTAMPS:
(00:00) Episode Preview
(00:15) SEGMENT: CJ's opening “Off the Books” monologue - CJ’s First Negotiation
(06:54) Start of interview
(08:22) The #1 thing that kept Charly up at night when he started at Carta
(09:00) Sponsor: Netsuite
(10:24) How Charly communicated with his CEO when he started
(11:43) Charly's tactics on truth-telling
(13:07) How to talk to investors
(16:25) Frameworks on communicating the tough news
(17:33) Charly's experience at HP
(20:03) Qualities of great vs. good CFOs
(22:20) Metrics to share with investors
(28:22) Relationship with Carta CEO and how the dynamic has changed
(34:23) How Charly works with his CEO to make decisions
(40:33) On Carta X
(48:53) SEGMENT: Long-ass Lightning Round
(50:01) SEGMENT: Rep Yo Stack - Sponsored by Tropic
(51:36) Craziest thing someone has tried to expense at Carta
Released:
Oct 2, 2023
Format:
Podcast episode
Titles in the series (59)
E4: The Unexpected Qualities of Great CFOs with Public.com’s Sruthi Lanka: On episode four of Run The Numbers, Sruthi Lanka (CFO of Public.com) joins host CJ Gustafson to discuss the unexpected qualities of great CFOs, how to manage your team well and achieve great retention, how to build relationships across company stakeholders, and more. by "Turpentine Finance" with Sasha Orloff | Startup Finance, Leadership, CFO Strategy