When Michael Kennedy first stepped into the CFO office at the Muscular Dystrophy Association (MDA) in 2018, he was surprised to learn that the association was spending $8 million annually on office …
The Mentoring Round | Zhi Li, CFO, Customer.io
Inside the Mentoring Round, CFO Zhi Li shares a lesson he learned within the first 60 days of becoming a CFO - the importance of delivering bad news promptly and transparently. He confessed that he …
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956: The Underpinnings of Operational Growth | Zhi Li, CFO, Customer.io
Just as Zhi Li was entering the world of investment banking in 2008, many of his future CFO peers were making hasty exits from the banking realm.“We were the smallest incoming associate class ever,” …
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Ep 29: FP&A: The Silo Buster
This episode of Planning Aces Brett and Jack discuss FP&A's role when it comes to breaking down silos within departments, and how A.I. is quickly emerging as FP&A's ultimate silo busting …
The Mentoring Round | Lauren StClair, CFO, NerdWallet
Inside The Mentoring Round, CFO Lauren StClair reflects on her early days as a CFO and how she came to embrace the power of saying "no" or "not right now," a skill that many new leaders find difficult …
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955: When It’s Time to Raise Your Hand | Lauren StClair, CFO, NerdWallet
It was back in 2016 when Lauren StClair realized that it was time to raise her hand.Online marketplace giant eBay had just completed a deal to acquire the Spanish online ticket platform Ticketbis, and …
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