Focused Growth in a PE-Backed World | Sue Vestri, CFO, CRIO скачать в хорошем качестве

Focused Growth in a PE-Backed World | Sue Vestri, CFO, CRIO

In this episode, Jack is joined by Susan Vestri, the CFO of CRIO. They discuss why clinical research remains heavy on manual workflows and why CRIO is focused on automating site-centric data capture to improve quality and compliance. Susan explains how she evaluates AI adoption—separating “new shiny object” use cases from initiatives that improve speed, accuracy, and decision-making across the business. The conversation also covers how the CFO role has shifted toward operational partnership, how private equity expectations shaped her approach at Greenphire, and the metrics she tracks in a usage-based model (including scheduled patient visits, implementation timing, and first-year ACV capture). Susan also shares a career pivot that changed everything—and an early-life detour few colleagues know about. Thanks to our sponsors Bill https://www.bill.com/lp/procurement?u... and Intuit QuickBooks https://quickbooks.intuit.com/money/ Video Timestamps & Titles 0:00 — Episode Setup: Why This Conversation Matters Now 2:42 — Production Note: One Camera, CFO On Screen 3:44 — The CFO Role Shift: From Reporting To Operating 5:36 — Greenphire: Joining Post-PE Acquisition 6:36 — First Deep PE Experience: Learning The Demands 9:41 — Entering Clinical Trials: Learning From Zero 12:05 — CRIO’s Mission: Replacing Manual Site Workflows 14:31 — Where AI Changes Clinical Trial Data Work 17:56 — Choosing “Truly Transformational” AI Investments 20:34 — AI Champions + Cross-Functional Adoption 23:34 — Metrics That Matter: Usage Drivers + Forecast Signals 26:00 — Finance Strategic Moment: “You’ve Got To Go To Grow” 29:28 — First 90 Days: Trust, Tools, And Business Partners 31:28 — Two CEOs: How The CFO Keeps Everyone In Sync 33:16 — Personal Side: From FBI Dreams To Selling Cars 36:00 — Next 12 Months: NetSuite, Analytics, Connectors, Documentation