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769: Beyond the Boardroom | Herald Chen, CFO, AppLovin

When Herald Chen was growing up in a small town not far from Pittsburg, he dreamed of someday running the town’s steel mill. Years later when he was graduating from the University of Pennsylvania, the steel mill no longer occupied Chen’s maturing career aspirations. “My two job offers were to either go make soap for…
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Ep:7 Increasing the Velocity of Your Flywheel

Steve and Jack are joined by friend of Planning Aces Bryan Lapidus, who is today director of the FP&A Practice for the Association for Financial Professionals (AFP). Bryan discusses 2022 planning priorities, while offering guidance to FP&A teams tasked with helping their organization advance into the new year’s uncertain environment. This episode features commentary and […]

768: How Real-Time Data Is Changing the Performance Conversation | Michael High, CFO, Deep Water Gulf of Mexico, Shell

Back in 2012, when Michael High was heading up corporate planning across 30 countries for Shell, the energy company’s CFO made it known that it was time for Shell’s business leaders to reconsider their ritual of renegotiating annual business targets. To that end, Shell’s finance leader let it be known that the business units could…
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767: On the Path to Being a $1 Billion Company | Bill Zerella, CFO, ACV Auctions

Bill Zerella’s path to the CFO office began at a company whose customers largely belonged to a bygone era. At the time, Simplicity Patterns was the largest pattern company in the world, and its most devout customers were sewing machine owners across the United States and Canada who enjoyed making clothes for themselves and their…
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766: Making Decisions with the Customer in Mind | Cassandra Hudson, CFO, EngageSmart

Back in 2008, Cassandra Hudson was interviewing for a senior accounting role at a small tech firm in Boston when the CFO casually shared some “insight” into the company’s future. “The CEO really wants to take this company public, this is probably never going to happen—we’ll likely sell in the next couple of years,” Hudson…
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765: Never Waste a Crisis | Jean Lavigueur, CFO, Coveo

"Network with peer CFOs from the same industry, who have been through similar experiences. Also, surround yourself with consultants, accountants, lawyers, and compensation consultants who have relevant experience in your industry and companies of similar size." - Jean Laviqueur, CFO, Coveo Unlike many of his finance leader peers, Jean Lavigueur has little difficulty in identifying…
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