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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 ma…
7 months 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—Gillia…
7 months ago
1103: Turning Anomalies into Advantage | Matthias Steinberg, CFO, Mindbridge
When Matthias Steinberg entered the CFO office at MindBridge in 2022, the audit files displayed on his laptop were already being processed by the com…
7 months, 1 week ago
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…
7 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…
7 months, 2 weeks 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…
7 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…
7 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…
7 months, 3 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…
7 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 …
7 months, 4 weeks ago