The Episode 11 podcast with Gary Lu, CFO, Biomerica focuses on ‘CFO Leadership at Public Firms: Strategy, Scale & AI’. We explore how CFOs aren’t just responsible for numbers—they’re managing investor expectations, navigating compliance, and embracing AI and automation to stay ahead.

🚀 Key takeaways from the episode:

1️⃣ CFOs as Strategic Leaders – The modern CFO’s role goes far beyond financial reporting. Gary shares how today’s finance leaders must balance growth, compliance, and operational efficiency, while also driving technology adoption and business strategy.

2️⃣ Public vs. Startup Finance – The difference isn’t just about size. Public companies require strict regulatory compliance and investor relations, while startups demand agility and risk-taking. The best CFOs understand how to blend both mindsets to drive success.

3️⃣ AI is changing the game—but only for those who embrace it – From real-time financial insights to predictive analytics, AI is making CFOs more proactive and data-driven than ever before.

One of my favorite moments from this conversation? Gary’s take on how traditional ERPs, while powerful, can be costly and time-consuming to implement, often requiring extensive customization and resources. In contrast, modern SaaS solutions bring flexibility, faster deployment, and lower costs, making it easier for finance teams to adapt and scale without the complexities of legacy systems.

A huge thank you to Gary for this insightful discussion! If you’re a CFO, finance leader, or just passionate about where finance is headed, this episode is a must-listen.