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1085: The Strategic Power of Curiosity | Erik Rothschild, CFO, Cin7
Fresh out of a hedge fund analyst role, Erik Rothschild walked into an interview at a Chicago-based trading firm and did something unexpected—he pitc…
1 year ago
1084: Reading the Signals, Not Just the Statements | Brian Carolan, CFO, Sailpoint
It was a late-night meeting room lit by the glow of Excel spreadsheets and half-empty coffee cups. Brian Carolan, then a rising finance leader, looke…
1 year ago
The ROI Equation for AI Starts Here - A Planning Aces Episode
In this episode of Planning Aces, three forward-looking finance leaders share how they’re transforming planning and forecasting inside their organiza…
1 year ago
1083: Navigating the Go-To-Market Roadmap with Precision | Brian Robins, CFO, GitLab
It was a pivotal moment Brian Robbins tells us he’ll never forget: stepping onto a makeshift stage to address some 400 employees just minutes before …
1 year ago
1082: Unlocking Value Through Real Estate Innovation | Tim Arndt, CFO, Prologis
Tim Arndt still remembers the urgency in the air when AMB Property Corporation decided to merge with Prologis at the height of the financial crisis. …
1 year ago
1081: The CFO’s Role in Innovation and Market Adaptation | Erik Swenson, CFO, IDT
It was a moment that would shape Erik Swenson’s approach to finance forever. As a co-op student at Northeastern University, he found himself in front…
1 year ago
1080: Reframing Your Drivers of Growth | Jason Lee, CFO, Faire
It was a moment of “shock and awe” that Jason Lee says shapes his strategic mindset. Soon after joining Square, he discovered a major partnership wit…
1 year ago
1079: Staying Ahead of Growth: How Finance Powers Proactive Scaling | Brandon Sullivan, CFO, 2X
The moment 2X secured private equity backing in March 2023, CFO Brandon Sullivan knew expectations would shift overnight. “There’s gonna be a press r…
1 year ago
1078: From Black Box to Control Tower | Stuart Leung, CFO, Flexport
Stuart Leung had occupied the CFO office at Flexport for only a few months when he realized the supply chain management company’s growing margin pres…
1 year, 1 month ago
1077: Unleashing Innovation: Strategic Insights into AI Integration | Omar Choucair, CFO, Trintech
Trintech CFO Omar Choucair is increasingly turning to AI as a strategic advantage—building teams, refining data “plumbing,” and automating time-consu…
1 year, 1 month ago