When Drew Laxton looks back on the past year at Outreach, one moment stands out—not a transaction, but a plan. The company set its annual targets, executed against them, and then exceeded …
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The New FP&A Feedback Loop
In our latest episode of Planning Aces, host Jack Sweeney is joined by resident thought leader, former CFO, and finance technologist Glenn Hopper to explore how modern FP&A leaders are redefining …
1153: From Big-Company Discipline to Private-Equity Speed | Jorge Pliego, CFO, Improving
In his late 20s, Jorge Pliego found himself financing a major expansion in Mexico—not by calling corporate for cash, but by rethinking the entire structure. At Procter & Gamble, he was given the …
1152: Value Creation Starts with Portfolio and Capital Discipline | Manny Korakis, CFO, Presidio
In his first “60 to 90 days” as CFO of Presidio, Manny Korakis learned that preparation doesn’t cancel pressure, he tells us. “Now the buck stops here,” he tells us, and he “didn’t really appreciate …
1151: Trust Is the Real Currency of Cross-Functional Finance | Roy Hefer, CFO, Perk
Roy Hefer expected a quick coffee. Instead, a “30 minutes” introduction with a newly appointed Lumenis CEO stretched “more than three hours,” he tells us, as they talked through her plan to transform …
1150: Making AI Practical in Finance, Not Theoretical | Matt Novick, CFO, Triplelift
Matthew Novick traces one of his earliest business lessons not to a boardroom, but to a furniture store in Portland, Maine. Growing up in his family’s business, he learned how to read credit reports, …