At Intel, Bruce Schuman remembers walking into a meeting as a controller, proud of a product change his team had worked on “for months.” Then CFO Andy Bryant asked one question—one that reframed the …
When Planning Impacts Company Morale | Drew Laxton, CFO, Outreach
Drew Laxton explains how clearly communicating strategy to sales teams—especially around setting a minimum deal size aligned with the company’s ICP—helped improve performance and morale. By grounding …
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Rethinking EPM in an AI-First Finance World
In this conversation, David Den Boer explains the vision behind the EPM Summit and why it has become a personal passion project. Drawing on decades of EPM experience, he describes the event as a …
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1154: When Finance Becomes the Company’s Storyteller | Drew Laxton, CFO, Outreach
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 …
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 …
Freedom to Succeed: Empowerment as an Operating System
At Diageo Mexico, Jorge Pliego helped lead a six-month, cross-functional strategy to triple the business. Finance moved beyond accounting to partner with sales, marketing, and operations, framing risk …
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