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Episodes | CFO THOUGHT LEADER

Ep 23: Leading Cross-Functional Teams

Are you tired of sitting through unproductive monthly meetings that turn into show-and-tell sessions? Do you want to shift your focus to key metrics that matter and move away from storytelling to a more data-driven approach? In this episode of the Planning Aces podcast, Cohosts Jack Sweeney and Brett Knowles feature the commentary and insights…
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903: Making the Data Matter | Ryan Lockwood, CFO, CarParts.com

While April 2020 may forever bring to mind corporate corridors newly silenced by COVID 19’s arrival in the United States, CarParts.com CFO Ryan Lockwood will likely always remember it as the month when opportunity knocked. Having spent the previous 10 years in investment management, Lockwood, a portfolio manager for a Southern California investment house, was…
Listen to the Episode Below (00:47:56)
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902: Finding Your Fire | Celeste Ackert, CFO, Fairmarkit

Of all of the places future CFOs could have been employed in the late 1990s, the printing division of RR Donnelley might seem to have been among the least likely. However, what's important to note is that this period predated the wide deployment of EDGAR, the database system that electronically automates the collection, validation, and…
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901: The Welcome Box | Scott Healy, CFO, Fortera

It’s perhaps appropriate that Scott Healy’s finance career began at an airport. With a boarding pass in hand, Healy thought that he was ready for takeoff—only to have his new boss board with a mystery box under one arm. “He was carrying a package that I thought was some sort of welcome gift for me…
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900: A Dose of Professional Fulfillment | Alison Staloch, CFO, Fundrise

While chief accountant for the SEC’s investment management division, Alison Staloch reports, she found herself being greeted by a degree of inclusive enthusiasm that she had seldom encountered before. “People would say, ‘Great, the accountants are here!,’” recalls Staloch, who tells us that accountants at divisional meetings were sometimes sparse in comparison to the number…
Listen to the Episode Below (00:43:11)
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899: Democratizing Workforce Opportunities | Simone Nardi, CFO, Globalization Partners

Gray-haired late-night fans may remember when David Letterman sought to ingratiate himself with his network’s new owner, General Electric Corp., by hand-delivering a bowl of fruit to GE’s executive brass. Nearly 20 years later, Simone Nardi became a benefactor of GE’s media aspirations when he traded a senior manager position on GE’s audit team for…
Listen to the Episode Below (00:53:51)
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898: Making Finance Proactively Persuasive | Russell Lester, CFO, Versapay

By the time Russell Lester landed inside Intuit’s department of analysis in 2009, the unremarkable career path on which he had first set out nearly 10 years earlier had become brimming with possibilities. Back in the early 2000s, Lester tells us, he was hired by the company Harland Clarke (now Vericast) as an analyst specializing…
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ON LOCATION Perform23 | Grant Halloran, CEO, Planful

GUEST: Grant Halloran, CEO, Planful Regarding Performance Management Being an Enabler Grant Halloran: Finance has often been seen as a gatekeeper or they have the keys to the kingdom. At the end of the day, they can restrict or unconstrained spending and all those sorts of things. The analogy I used or the comparison I…
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897: Satisfying a Growth Appetite | Bobby Leibrock, CFO, Red Hat Software

Last October, when it was announced that Bobby Leibrock would become the next CFO of IBM subsidiary Red Hat, finance team members no doubt understood that the open-source developer was coronating not just any IBM veteran but a strategic finance executive who for years had been entrenched along the front lines of IBM’s software acquisition…
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896: Why Context Trumps Playbooks | Aneal Vallurupalli, CFO, Airbase

Back in 2010, when the flow of hiring by investment banks had been reduced to a meager trickle of new faces in the wake of the economic downturn, Aneal Vallurupalli walked through the doors of San Francisco's Union Square Advisors.     For Vallurupalli—a recent graduate of a Bay Area college not necessarily known as a…
Listen to the Episode Below (00:49:25)
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895: Learning to Manage Upward | Paul Sheriff, CFO, NewDay

Back in 2006, when Paul Sheriff had only recently been named group financial director for a midsize banking business based in the United Kingdom, his team noticed that the profit margins of a certain banking product were experiencing a steady decline. What’s more, the customers being drawn to the product were deemed to be at…
Listen to the Episode Below (00:49:26)
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894: The Opportunity That Everyone Must See | Julie Swinney, CFO, Zendesk

By the time the general manager of Intel’s data center chipset business parted ways with the company, Julie Swinney had already advanced into one of their coveted business unit CFO positions. To Swinney—who had already served in a series of senior finance roles—the GM’s departure seemed to leave a startling void in a business that…
Listen to the Episode Below (00:56:03)
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