Podcast Episodes

The CFO Role in Scaling AI Curiosity

How are finance chiefs steering the AI revolution? In this fast-paced special edition of CFO Thought Leader, host Jack Sweeney spotlights Packer Fastener CFO Brian Hogeland and LinkedIn’s top AI voic…

Published on 2 months ago

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 strongest leader on my team. Will you be willing …

Published on 2 months 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 through thoughtful AI adoption. Andrea Hecht of CSA…

Published on 2 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 landing, and the whole thing sort of blowing up,” he te…

Published on 2 months, 1 week 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. Instead, the executive immediately began quizzing hi…

Published on 2 months, 1 week 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 the combination of people, culture, and a product…

Published on 2 months, 2 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 engineering, marketing, and product teams. The ro…

Published on 2 months, 2 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 CFO of Taulia, a working capital fintech, when it…

Published on 2 months, 3 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 made in an ambitious transformation. Alt reflects on…

Published on 2 months, 3 weeks 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—Gillian Munson (Vimeo), Dan Fletcher (Planful), and Chad…

Published on 2 months, 4 weeks ago