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Episodes | CFO THOUGHT LEADER

912: Designing Your Operating Profile | Sapna Kapur, CFO, Sensor Tower

Among global management consulting firms, Boston Consulting Group—long recognized as one of the world’s top three “strategy houses” (along with McKinsey and Bain)—has remained an attractive early career chapter for many executives who wish to accelerate their learning by consulting to senior corporate leaders.    Such was the path taken by Sapna Kapur, who in…
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Ep 24: Staying Small While Growing Big

This episode our cohosts Brett Knowles and Jack Sweeney explore the insights and commentary from three finance leaders: CFO Michael Bannon of Typeform, CFO Chuck Fisher of Turo, and CFO Jeff Noto of Zayo. The episode discusses the importance of identifying unique and key metrics for businesses, moving beyond common knowledge. Meanwhile, the cohosts discuss…
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911: Moving the Needle | Chuck Fisher, CFO, Turo

The meeting that Chuck Fisher brings to our attention began not unlike hundreds, if not thousands, of other meetings that he has sat in on during his 25-year business career. However, it was at one particular gathering that he witnessed the thinking that would trigger one of the last decade’s greatest strategic bets. Back in…
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910: Getting in Close | Alex Triplett, CFO, Appfire

When Alex Triplett is asked to explain where and how he began acquiring his operations knowledge, he tells us that his ops focus began to sharpen as more and more roles demanded greater "specificity" of him. Back in 2006, Triplett had just completed a stint as an investment banker with Citigroup when he was hired…
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909: Get It Done | Rex Jackson, CFO, ChargePoint

We often like to ask our CFO guests if they remember the first time that they presented to a board of directors. For many, this happened earlier than you might expect—but few of our interviewees have exposed the benefits of “early access” for us better than Rex Jackson. “I grew up in boardrooms,” comments Jackson, who…
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908: Back to School | John Rex, CFO (emeritus), Microsoft NA

As John Rex tells it, when he first arrived inside the finance function at Microsoft Corp. in 2007, one executive greeted him with “Hey, welcome to Microsoft—if you’re still here a year from now, let’s reconnect.” A senior finance hire with experience in manufacturing and consumer products at such companies as Novartis (3 years) and…
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ON LOCATION: IMA 2023 with IMA CEO Mike DePrisco

Mike DePrisco is the new CEO of the IMA, taking over from Jeff Thompson who led the organization for nearly 15 years. The IMA recently celebrated its 100th anniversary and aims to support and optimize the accounting profession while helping individuals achieve their career aspirations. Mike DePrisco has a background in higher education and previously…
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907: Leaning In to Operations | Rick Rosenthal, CFO, CLARA Analytics

Rick Rosenthal had been working as an investment analyst at Bear Stearns for some 3 years when the bank became a casualty of the subprime mortgage crisis. He remembers sitting in front of his Bloomberg terminal in March 2008 and watching a news conference at which a Wall Street expert was assuring viewers that Bear…
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906: When Strategy and Profits Meet | Taryn Aronson, CFO, Tovala

Back in 2011, the buzz surrounding the launch of Redbox’s Blu-ray disc rental business was getting increasingly dour. For Taryn Aronson, who had been hired to help to execute the firm's digital content strategy, the performance woes of physical discs were not anything to lose sleep over. However, the negative notions surrounding Blu-ray’s lackluster performance…
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905: The Future CFO Among Us | Sruthi Lanka, CFO, Public.com

Sruthi Lanka is clearly not the only CFO who began her professional career at blue chip investment house Goldman Sachs. However, she may be one of the only CFOs—if not the only one—who can trace her career roots to Goldman’s technology engineering team. Back in 2009, as the economic downturn dispatched a daily dose of…
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904: Becoming a Catalyst for Growth | Dayton Kellenberger, CFO, Vendavo

Even today, Dayton Kellenberger marvels at his good fortune in having landed inside the corporate finance department of Coleman Company. Of course, like a lot of career success stories, this tale had timing as a large contributor, especially inasmuch as a little more than 10 years ago, Coleman was experiencing declining gross margins across its…
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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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