The Source for CFO Thought Leadership

Episodes | CFO THOUGHT LEADER

1122: Capital Allocation as a CFO’s North Star | Chris Miorin, CFO, apexanalytix

Chris Miorin’s path to the CFO office began in a crucible of leadership. At West Point, and later at Ranger School, he was forged in environments designed to test resolve. Commissioned shortly after 9/11, he knew combat was certain. Leading an infantry platoon in Iraq, he found himself working side-by-side with a colonel “30 years…
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1121: Agility Through Scenario-Driven Finance | Ademir Sarcevic, CFO, Standex International

During what he calls a “terrible soccer game” his son was playing, Ademir Sarcevic picked up a recruiter’s call that would change his career. The game was lopsided, but the timing was fortunate. Within months, Sarcevic was interviewing with Standex International’s leadership team. By 2019, he was CFO of the diversified manufacturer, helping guide a…
Listen to the Episode Below (0:46:38)
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In the Room Where it Happens (Part 2)

In Part Two of The Room Where It Happens, we continue our journey alongside CFOs who found themselves face-to-face with some of the most iconic business visionaries of our time. From Salesforce founder Marc Benioff to Intel’s Andy Grove, Cisco’s John Chambers, and Apple’s Steve Jobs, these finance leaders share the moments when vision collided…
Listen to the Episode Below (0:35:39)
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1120: Navigating Growth, Crisis, and the AI Revolution | Eric Brown, CFO, Cohesity

Eric Brown vividly recalls his trial by fire at MicroStrategy. Joining a subsidiary, he expected to help deploy hundreds of millions from a planned secondary raise. Instead, “the parent company had a restatement…raised zero,” he tells us. Elevated to CFO, he faced layoffs of two-thirds of staff and operating margins at -40%. Over three years,…
Listen to the Episode Below (0:53:16)
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In the Room Where it Happens (Part 1)

In Part One of In the Room Where It Happens, we hear from four CFOs reflecting on formative moments when they found themselves face-to-face with legendary industry leaders. CFO Gabi Gantus of Mytra recounts a pivotal meeting at Tesla with Elon Musk, while CFO Jason Child (Arm) shares an FP&A breakthrough alongside Jeff Bezos during…
Listen to the Episode Below (0:28:11)
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1119: Driving Mission-Driven Growth in the SaaS World | Matthew Hardy, CFO, Bonterra

When people Google Bonterra, they often see 2021 as its starting point. That year, lead investor Apax joined with Vista, holder of Social Solutions, and Insight Partners, holder of EveryAction, to unite those businesses under one brand. But, as Matthew Hardy tells us, the company’s history stretches much further back—“We have customers that are 20–25-year-old…
Listen to the Episode Below (0:48:40)
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Ep 47: The Prove-It Mentality: Rethinking ROI in the Age of AI

In Episode 47 of Planning Aces, Jack Sweeney and resident thought leader Brett Knowles explore the evolving role of FP&A through the lens of three forward-looking CFOs. Dan Zhang (ClickUp), John Rettig (Bill), and Josh Schauer (insightsoftware) share how they’re driving enterprise agility, leveraging AI to eliminate inefficiencies, and rethinking capital allocation. From Zhang’s battle […]

1118: Partnering for Growth: Finance Meets Customer-Centricity | Andrew Casey, CFO, Amplitude

Andrew Casey remembers a moment when colleagues truly looked to finance for leadership. At ServiceNow, a then‑$400 million company with little go‑to‑market infrastructure, the team faced a long list of missing elements: no functioning comp plan, no partner ecosystem, and no clear strategy for scaling sales. “Whenever people said they didn’t know how,” Casey recalls, “I…
Listen to the Episode Below (0:51:52)
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1117: Building a Unicorn with a Finance Blueprint | Konstantin Dzhengozov, CFO, Payhawk

When Konstantin Dzhengozov turned down a corporate development role in the U.S., he wasn’t walking away from opportunity—he was running toward a different kind of growth. Having helped lead the FP&A function at a fast-scaling Bulgarian tech firm through its acquisition by a U.S. public company, Dzhengozov knew what came next if he stayed the…
Listen to the Episode Below (0:42:07)
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1116: The CFO Who Thinks in Full Color | Dan Zhang, CFO, ClickUp

When Dan Zhang joined ClickUp in 2021, she stepped into a company intent on unifying how the world works. Two years later, she entered the CFO office—just as ClickUp’s strategic bet on AI was beginning to reshape its platform and its future. ClickUp is not just a place where work is tracked, Zhang tells us—it’s…
Listen to the Episode Below (0:55:27)
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Why Finance Teams Must Learn Faster Than Ever | Tim Vipond, Co-Founder, CEO of CFI

When Tim Vipond was asked to help rebuild Newmont Goldcorp’s corporate model, the scale was daunting: “20 tabs across… each tab being many hundred rows deep,” he tells us. The model had to account for the intricate economics of mining—from extraction to refinement—and it all had to tie together in a single consolidated NAV model.…
Listen to the Episode Below (0:34:43)
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1115: The Evolution of a Leader—One CFO Chapter at a Time | Lisa Cummins Dulchinos, CFO, Ayar Labs

When Lisa Cummins Dulchinos joined Ayar Labs, she knew translating deep tech into a business story would be central to her role. At a company where 85% of the nearly 200 employees hold PhDs, Dulchinos found herself among experts fluent in micro-ring resonators and laser physics. To explain what Ayar Labs does, she took a…
Listen to the Episode Below (0:53:41)
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