Spend Control

Merushka Chetty

Eric Segal – $30M Banking Crisis: SEC Investigation Story

James Kennedy sits down with Eric Segal, Managing Director at CFO Consulting Partners, to unpack what community banks and fintechs really need from a CFO team. From Eric’s early days rating institutions during the S&L crisis at Moody’s to treasury and CFO roles at American Express, and finally a high-stakes turnaround as interim CFO for a stressed community bank in 2008–09, this episode explores asset-quality shocks, SEC/OCC scrutiny, restatements, and how to run multiple regulatory workstreams without losing the plot. You’ll also hear how to evaluate a CFO firm for industry fit – and why there’s still plenty of “alpha” hiding in management quality and front-line execution.

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Merushka Chetty

Iberly Abreu – Inside Turks and Caicos: How Resort Purchasing Really Works

In this episode, James Kennedy chats with Iberly Abreu, Purchasing Manager at South Bank (part of Grace Bay Resorts, Turks & Caicos). Iberly shares her path from FedEx and hotel operations to running purchasing for a luxury, guest-obsessed island resort. We dig into import-dependent supply chains, inventory discipline, and the realities of sourcing everything from linens to last-minute kosher items – plus how ProcurementExpress.com streamlines approvals, budgets, CapEx, and contingency spend in a fast-moving hospitality environment.

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