891: Climbing the Multi-Product Ladder | Jim Cox, CFO, Clearwater Analytics

CFO THOUGHT LEADER · Apr 19, 2023 · 57m

Back in 2008, when Jim Cox was controller for investment management software company Advent Software, he was invited by that firm's founder and CEO, Stephanie DiMarco, to accompany her to an investor meeting.

“I just sat there smiling and hoped that nobody would ask me a question,” comments Cox, recalling one of a number of experiences that he credits with helping him to step beyond his accounting career roots.

The meeting’s biggest take-away, Cox tells us, was about repetition.

He explains: “Guess what? All 20 investors asked six of the same questions and two questions that were unique to…