The Source for CFO Thought Leadership

Episodes | CFO THOUGHT LEADER

1109: Building Finance Teams for Scale, Speed, and Smarts | Larry Roseman, CFO, Thumbtack

When the Silicon Valley Bank crisis erupted in early 2023, Larry Roseman was already well-acquainted with market upheaval. A member of the CFO class appointed around 2020—just as the pandemic began—Roseman had weathered previous storms. He began his career amid the dot-com collapse, then advanced through the 2008 financial crisis. “Scar tissue helps,” he tells…
Listen to the Episode Below (0:43:54)
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1108: Building Value in a Disrupted Industry | Kent Hoskins, CFO, Concord

Back in the early 2000s, when a recruiter lined up Kent Hoskins for a finance interview at Boosey & Hawkes, he came prepared to discuss guitar manufacturing. Instead, the executive immediately began quizzing him on music royalties—the recruiter had apparently misunderstood the brief. Hoskins didn’t get the job—at first. But two days later, he got…
Listen to the Episode Below (1:02:28)
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1107: When Finance Leads with a CEO Mindset | John Rettig, CFO, Bill

What sets John Rettig’s CFO journey apart from most is not just its length—spanning more than two decades—but its unusual symmetry. His CFO career roughly divides into two decade-long tenures: first helping scale a digital advertising firm from $15 million to $250 million in revenue, and now serving as CFO of Bill, where he’s helped…
Listen to the Episode Below (0:47:46)
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1106: Scaling Smarter: Inside the Finance Revenue Engine | Tim Ritters, CFO, Gong

During his decade at Google, Tim Ritters worked at the intersection of product and finance, helping to launch financial systems in collaboration with engineering, marketing, and product teams. The role gave him early exposure to cross-functional work and large-scale data environments. “Day one, you’re working cross-functionally,” Ritters tells us. He adds that this mindset became…
Listen to the Episode Below (0:39:37)
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1105: The Steady Climb: Scaling with Purpose in FinTech | Rene Ho, CFO, SAP Taulia

It’s not uncommon for CFOs to exit soon after a major acquisition—especially when a larger enterprise takes the reins. But Rene Ho stayed. Ho had been CFO of Taulia, a working capital fintech, when it was still an independent company. After helping lead the firm through its acquisition by SAP, he chose to stay on,…
Listen to the Episode Below (0:47:40)
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Ep 45: Redefining Efficiency: The Three Dimensions of AI ROI

In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Gillian Munson (Vimeo), Dan Fletcher (Planful), and Chad Gold (FullStory). Each finance leader discusses how AI is reshaping their planning processes, from accelerating automation and revenue generation to transforming cross-functional collaboration. Brett introduces […]

1104: Navigating Cardinal Health’s Growth Journey | Aaron Alt, CFO, Cardinal Health

As Cardinal Health nears its second anniversary since the company’s first investor day under CFO Aaron Alt’s leadership, steady progress has been made in its ambitious transformation. Alt reflects on the company’s trajectory since his appointment, saying, “We’ve deployed several billion dollars in acquisitions to drive our strategy.” This shift highlights the company’s focus on…
Listen to the Episode Below (0:38:23)
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1103: Turning Anomalies into Advantage | Matthias Steinberg, CFO, MindBridge

When Matthias Steinberg entered the CFO office at MindBridge in 2022, the audit files displayed on his laptop were already being processed by the company’s own AI. KPMG, he adds, was using the same platform to automate journal‑entry testing—work “traditionally done manual.” That shift marked “a big step toward continuous audit,” Steinberg tells us. CFOTL: Tell us…
Listen to the Episode Below (0:58:26)
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1102: Navigating Growth and Risk in a Member-Driven Business | Andrea Hecht, CFO, CSAA Insurance Group

When Andrea Hecht walks into a finance meeting, she’s not preparing for earnings calls or shareholder Q&A. Instead, her focus is inward—on aligning every financial decision with a mission that begins and ends with AAA members. CSAA Insurance Group, where Hecht serves as CFO, operates in 23 states and the District of Columbia. It’s not…
Listen to the Episode Below (0:48:21)
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1101: Turning Home Equity into a Platform, Not a Product | Tom Egan, CFO, Hometap

When Tom Egan walks a homeowner through the math—“If your house is worth a million dollars and you owe five hundred thousand,” he says—the traditional options surface quickly: load the balance sheet with a costly home‑equity loan or sell and hope you can find somewhere new to live. That binary choice, he explains, is exactly what…
Listen to the Episode Below (0:59:32)
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1100: Lines, Not Dots: Turning Optionality into Outcomes | Chad Gold, CFO, Fullstory

Imagine an accounts‑receivable clerk clicking through four different systems just to finish one routine task. Chad Gold sees that bottleneck instantly. Fullstory’s newly launched Workforce product maps every mouse‑stroke of such employee journeys, then surfaces friction points so companies can “make them more productive, so they can do even more value‑added things,” Gold tells us. CFOTL:…
Listen to the Episode Below (0:50:22)
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ON LOCATION: AI on the Frontlines – Live Insights from Planful Perform25

Broadcasting from Planful’s Perform 25 conference in Miami, CFO Thought Leader presents frontline finance insights in an on‑location special. CEO Grant Halloran rejects the narrative that generative AI replaces people; instead he calls it the only viable antidote to a looming three‑million‑professional accounting shortage and collapsing CPA pipeline. Halloran outlines a 30‑second, company‑wide forecasting experience that lifts…
Listen to the Episode Below (0:54:43)
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