In this episode, CJ welcomes Dan Zhang, the CFO of ClickUp for a highly tactical and transparent conversation about getting–and staying– in the CFO seat. They cover her time at Amazon, her personal finance philosophy, and important frameworks for decision-making such as the Trust Formula and the Empty Boat Test.
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–TIMESTAMPS:
(00:00) Intro
(02:40) Sponsors: NetSuite | Thoropass
(05:30) From journalism to business
(07:10) Dan’s finance philosophy
(10:42) Lessons from Amazon
(13:48) Framework for improving communication
(19:35) Sponsor: Maxio
(21:00) Balancing short term and long term views as CFO
(22:55) Tactics and time management
(25:50) When to be optimistic vs pessimistic
(30:30) The traits of an ideal CFO
(34:04) Dan’s framework for decision making: the Trust Formula
(39:57) Dan’s framework for being 10x more effective: the Empty Boat Test
(42:25) Biggest myths
(44:49) Best career story
(47:03) Biggest career screw up
(47:50) Dan’s software stack at ClickUp brought to you by Tropic
(50:00) Craziest expense
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