Podcast Episodes

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Getting a Read on the World's New Realities  | A Planning Aces Episode
Getting a Read on the World's New Realities | A Planning Aces Episode

Steve and Jack talk about the volatile business environment and what it means for business planning professionals. Featuring commentary and FP&A insi…

3 years, 7 months ago

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802: Making an Industry Lane Change | Mike Catelani, CFO, Anixa Biosciences, Inc.
802: Making an Industry Lane Change | Mike Catelani, CFO, Anixa Biosciences, Inc.

When Mike Catelani seeks to identify the objectives and career milestones that have helped to advance him into the ranks of Bay Area biotech CFOs, he…

3 years, 8 months ago

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801: The Founder & The Future | Ryan Van Hatten, CFO, Prophix
801: The Founder & The Future | Ryan Van Hatten, CFO, Prophix

Perhaps few CFO career paths better reveal the advantages a founder-led firm may offer career-minded executives than that of Prophix CFO Ryan Van Hat…

3 years, 8 months ago

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The Hard Truth About Retention | A Workplace Champions Episode
The Hard Truth About Retention | A Workplace Champions Episode

Brett & Jack discuss how growing numbers of businesses are facing an employee retention crisis as they battle escalating workforce attrition and stru…

3 years, 8 months ago

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800: When the Road Rises to Meet You | John Herman, CFO, Movable Ink
800: When the Road Rises to Meet You | John Herman, CFO, Movable Ink

Had the opportunity to work in the treasury department at American Express arrived 6 months earlier, there’s a chance that John Herman may never have…

3 years, 8 months ago

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799: When Metrics Do the Talking | Adam Ante, CFO, Paycor
799: When Metrics Do the Talking | Adam Ante, CFO, Paycor

  When Adam Ante first arrived at Paycor in 2017, the seasoned finance executive was tasked with prodding Paycor management to begin monitoring dail…

3 years, 8 months ago

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798: A CFO Links Past to Present | April Downing, CFO, Khoros
798: A CFO Links Past to Present | April Downing, CFO, Khoros

It was in the late 1990s when public accountant, savvy networker and future CFO April Downing decided that it was time to leave Dallas.

“I had cultiv…

3 years, 8 months ago

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797: Achieving a More Perfect Exit | Melinda Smith, CFO, ChaosSearch
797: Achieving a More Perfect Exit | Melinda Smith, CFO, ChaosSearch

Back in early 2014, the management of Paydiant, a 4-year-old mobile payments start-up, believed that it was still several years away from engaging wi…

3 years, 8 months ago

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Getting In Deeper  | a Planning Aces Episode
Getting In Deeper | a Planning Aces Episode

Steve and Jack discuss how successful financial planning teams are always looking to "get in deeper" and bring new insights to the surface. Featuring…

3 years, 8 months ago

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796: Gene Editing's Next Frontier  | Elaine Sun, CFO, Mammoth Biosciences
796: Gene Editing's Next Frontier | Elaine Sun, CFO, Mammoth Biosciences

Having grown accustomed to charting the careers of our finance leader guests from their early professional days up through their entry into the CFO o…

3 years, 8 months ago

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