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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ClickUp CFO Dan Zhang on Frameworks to Level Up Your Decision Making and Communication

Run the Numbers