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1110: When Leadership Mattered | Amanda Whalen, CFO, Kaviyo
Amanda Whalen’s first unit CFO role began with a question. “You’re not a finance technical person,” her company’s president told her, “but you’re the…
9 months, 1 week ago
From Flailing to AI Forward Motion - A Planning Aces Episode
In this Planning Aces episode, Jack Sweeney and co-host Brett Knowles spotlight three CFOs who are advancing their organizations' FP&A capabilities t…
9 months, 1 week ago
1109: Building Finance Teams for Scale, Speed, and Smarts | Larry Roseman, CFO, Thumbtack
When the Silicon Valley Bank crisis hit, Larry Roseman was en route to a tennis tournament in Palm Springs. “Literally getting on the plane and landi…
9 months, 2 weeks ago
1108: Building Value in a Disrupted Industry | Kent Hoskins, CFO, Concord
Back in 2003, when a recruiter lined up Kent Hoskins for a finance interview at Boosey & Hawkes, he came prepared to discuss guitar manufacturing. In…
9 months, 2 weeks ago
1107: When Finance Leads with a CEO Mindset | John Rettig, CFO, Bill
When John Rettig joined Bill back in 2014, the company had just $13 million in revenue and a modest employee base. What drew him in, he tells us, was…
9 months, 3 weeks ago
1106: Scaling Smarter: Inside the Finance Revenue Engine | Tim Ritters, CFO, Gong
During his decade at Google, Tim Ritters worked at the intersection of product and finance, helping to launch financial systems in collaboration with…
9 months, 3 weeks ago
1105: The Steady Climb: Scaling with Purpose in FinTech | Rene Ho, CFO, SAP Taulia
It’s no scret CFOs frequently exit soon after a major acquisition—especially when a larger enterprise takes the reins. But Rene Ho stayed.
Ho had been…
9 months, 4 weeks ago
1104: Navigating Cardinal Health’s Growth Journey | Aaron Alt, CFO, Cardinal Health
As Cardinal Health nears its second anniversary since the company’s first investor day under Aaron Alt’s leadership, significant strides have been ma…
10 months ago
Redefining Efficiency: The Three Dimensions of AI ROI - A Planning Aces Episode
In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Gillia…
10 months ago
1103: Turning Anomalies into Advantage | Matthias Steinberg, CFO, Mindbridge
When Matthias Steinberg entered the CFO office at MindBridge in 2022, the audit files displayed on his laptop were already being processed by the com…
10 months ago