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1102: Navigating Growth and Risk in a Member-Driven Business | Andrea Hecht, CFO, CSAA Insurance
When Andrea Hecht walks into a finance meeting, she’s not preparing for earnings calls or shareholder Q&A. Instead, her focus is inward—on aligning e…
10 months, 1 week ago
1101: Turning Home Equity into a Platform, Not a Product | Tom Egan, CFO, Hometap
When Tom Egan walks a homeowner through the math—“If your house is worth a million dollars and you owe five hundred thousand,” he says—the traditiona…
10 months, 1 week ago
1100: Lines, Not Dots: Turning Optionality into Outcomes | Chad Gold, CFO, Fullstory
Imagine an accounts‑receivable clerk clicking through four different systems just to finish one routine task. Chad Gold sees that bottleneck instantl…
10 months, 2 weeks ago
ON LOCATION: AI on the Frontlines - Live Insights from Planful Perform25
Broadcasting from Planful’s Perform 25 conference in Miami, CFO Thought Leader presents frontline finance insights in an on‑location special. CEO Gra…
10 months, 2 weeks ago
1099: Turning Back‑Office Data into Front‑Line Decisions | Emma Whelan, CFO, MarginEdge
When a restaurant’s weekly salmon order suddenly spikes in price, Emma Whelan wants chefs adjusting menus the next morning—not tallying losses a mont…
10 months, 2 weeks ago
1098: Pandemic Rollercoaster Veteran Champions Smarter MRI Suites | Jill Woodworth, CFO, Prenuvo
When Peloton’s stock debuted in 2019, CFO Jill Woodworth believed the playbook was air‑tight. She had shifted fiscal calendars, re‑segmented reportin…
10 months, 3 weeks ago
1097: The Mutual Advantage in a Cyclical Market | Kevin Ingram, CFO, FM
For nearly ten years, Kevin Ingram knocked on S&P’s door, arguing that FM’s A‑plus rating undervalued its balance sheet. Other rating agencies, such …
10 months, 3 weeks ago
1096: Why Usage Beats Revenue in Video SaaS | Gillian Munson, CFO, Vimeo
When Gillian Munson pictures a Vimeo customer, she doesn’t start with a filmmaker. She imagines a Fortune 500 grocer uploading a training clip, dropp…
10 months, 4 weeks ago
Built for Turbulence: Finance Planning in Motion - A Planning Aces Episode
This Planning Aces episode explores how finance leaders navigate volatility without drifting into political cross‑currents like tariffs. Prologis CFO…
11 months ago
1095: Turning Volatility into Cross‑Border Opportunity | Bea Ordonez, CFO, Payoneer
Bea Ordonez still recalls the whirlwind of her first CFO post: a raw fintech start‑up where, in two short years, she recruited “over a hundred people…
11 months ago