On his first day in investment banking, Clayton Kossl was “thrown right into the cauldron.” With few senior professionals in the small aerospace and defense group, junior bankers like him were …
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Ep 49: AI’s Early Returns
In this Planning Aces episode, Jack Sweeney and thought leader Brett Knowles explore FP&A lessons from three CFOs tackling AI’s promise and limits. Craig Foster (Pax8) sees AI as an efficiency …
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 habits—helping businesses shift customers from paper …
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 to retail shelves. “Our two owners, Charlene and …
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, the piping, the plumbing” of business automation. …
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 extraordinary was its timing—amid one of the most volatile …
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