1111: Inside the M&A Playbook: Why People Come First | James Redfern, CFO Reltio
46: From Flailing to AI Forward Motion
In this Planning Aces episode, Jack Sweeney and co-host Brett Knowles spotlight three CFOs who are advancing their organizations’ FP&A capabilities through thoughtful AI adoption. CFO Andrea Hecht of CSAA Insurance discusses aligning generative AI with enterprise strategy and efficiency. CFO Matthias Steinberg of MindBridge explores combining machine learning and LLMs in finance workflows. CFO […]
1110: When Leadership Mattered | Amanda Whalen, CFO, Klaviyo
1109: Building Finance Teams for Scale, Speed, and Smarts | Larry Roseman, CFO, Thumbtack
1108: Building Value in a Disrupted Industry | Kent Hoskins, CFO, Concord
1107: When Finance Leads with a CEO Mindset | John Rettig, CFO, Bill
1106: Scaling Smarter: Inside the Finance Revenue Engine | Tim Ritters, CFO, Gong
1105: The Steady Climb: Scaling with Purpose in FinTech | Rene Ho, CFO, SAP Taulia
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 […]