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.