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1134: When Finance Becomes a Force for Influence | Chris Sands, CFO, InvoiceCloud
“InvoiceCloud is not just payments,” Chris Sands tells us. Sitting inside the company’s finance organization, he sees a platform built to change habi…
3 months ago
AI's Early Returns - A Planning Aces Episode
In this episode of Planning Aces, host Jack Sweeney and resident thought leader Brett Knowles explore how finance leaders are approaching AI’s early …
3 months ago
1133: Finance That Explains (and Scales) the Why | Kimberlee Duval, CFO, Cymbiotika
When Kimberlee Duval arrived at Cymbiotika, the wellness company was preparing a leap few bootstrapped brands attempt—moving from direct-to-consumer …
3 months ago
1132: Infrastructure First: Where AI Actually Adds Up | Steve Sutter, CFO, Celigo
When Steve Sutter joined Celigo five years ago, he stepped into a company positioned not as another SaaS app but as what he calls “the infrastructure…
3 months, 1 week ago
1131: Building an AI-Ready Finance Engine | Beth Gaspich, CFO, NICE
In 2008, Beth Gaspich stood on the floor of the New York Stock Exchange, ringing the bell as RiskMetrics went public. What made the moment extraordin…
3 months, 1 week ago
1130: Building Resilient Finance in Uncertain Times | David Obstler, CFO, Datadog
When David Obstler joined Datadog in 2018, the company’s co-founders had already built momentum with a product that observed modern cloud workloads. …
3 months, 2 weeks ago
1129: Turning Transactions into Strategy | Laura LaPeer, CFO, UHY
On her first day as CFO of UHY, Laura LaPeer asked a simple question: “Do you guys do Copilot?” She had grown accustomed to using Microsoft’s AI assi…
3 months, 2 weeks ago
1128: Capital Discipline in a Usage-Based World | Ben Gammell, President & CFO, Brex
In 2018, Brex made a defining decision: rather than rely on middleware providers like Stripe or Marqeta, it built its own payments infrastructure fro…
3 months, 3 weeks ago
1127: Lean Finance in a Volatile World | Damon Lee, CFO, C.H. Robinson
When Damon Lee reflects on his first conversations with C.H. Robinson’s CEO, he recalls how natural the alignment felt. “We spoke the same language. …
3 months, 3 weeks ago
126: Turning Signals into Strategy in Hypergrowth | Holly Grey, CFO Horizon3.ai
When Holly Grey first examined Horizon3.ai, she saw more than a cybersecurity startup. She saw a technology that could change the way companies safeg…
3 months, 4 weeks ago