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In a recent episode of Planning Aces, finance leaders Ashley Johnson of Planet, Scott Henderson of Disco, and Tucker Marshall of JM Smucker Company shared their insights on key metrics and strategic priorities. Ashley Johnson emphasized the importance of customer retention metrics, particularly net dollar retention rate, advocating for a balanced focus on acquiring and retaining customers. Scott Henderson highlighted the significance of strategic prioritization in a fast-growing company, underscoring the value of corporate planning and the benefits of mentorship in smaller firms. Tucker Marshall stressed the dual role of finance in ensuring compliance and providing strategic insight, supported by dedicated finance leads for various business segments. Brett Knowles, the co-host and performance management expert, noted a recurring theme: the critical role of people in driving these strategic initiatives. He emphasized the importance of mentorship, deep data understanding, and the evolving complexity in FP&A roles across organizations.
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