The Source for CFO Thought Leadership

Planning Aces

NOW STREAMING   An exploration of how Financial Planning and Analysis (FP&A) best practices and approaches are transforming industries and organizations at large.

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Ep 29: FP&A: The Silo Buster

This episode of Planning Aces Brett and Jack discuss FP&A's role when it comes to breaking down silos within departments, and how A.I. is quickly emerging as FP&A's ultimate silo busting partner. Their discussion highlights the importance of connecting business performance metrics with financial outcomes and the role AI will play in complex analysis. AI's…
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Ep 28: How Planning Aces Are Made

This episode features insights and commentary from three finance leaders: CFO Michael Linford of Affirm, CFO Ana Chadwick of Pitney Bowse, and CFO Jason Leet of Zylo. Planning Ace's Cohost Jack Sweeney points out that all three of this episode's finance leaders have noteworthy M&A backgrounds, including Michael Linford's role as the first CFO after…
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EP 27: How Finance Leaders Are Adapting Their Teams

Brett and Jack draw parallels between the challenges faced by our three featured Planning Aces as they seek to optimize the talent resources and processes in their different organizations. The pressure to align strategy and execution is increasing, and all three CFOs share their responses to these external pressures. Brett also touches on the adoption…
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Ep 26: The Quest for the Golden KR

This episode our cohost Brett Knowles suggests that every professional within an organization should have their own "golden KR" or key result that they are held accountable for. As he explains, this would create alignment and clarity throughout the organization. The Rule of 40 and Gross Margin: TreviPay CFO Joel Campbell discusses two intriguing metrics…
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Ep 25: Impact of Organization Design on FP&A

This episode Planning Ace CFO Dev Ahuja brings some perspective on the role finance professionals play in finance transformation. CFO Ahuja shared insights into the structure of his finance organization at Novelis. Despite being well-established, the organization needed a renewed focus on the role of finance in driving decisions and adding value. Meanwhile, one of…
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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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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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Ep 22: The Power of GPT in Planning

FP&A expert and Planning Ace's guest host Brett Knowles tells us GPT can be used as an "extra member" at the planning table, providing a catalyst for exploring ideas and expanding horizons. By generating scenarios and validating strategies against them, planners can identify environmental and situational factors that need to be true for a strategy…
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Ep 21: When Sales is at the Table

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. The hosts also discuss the role of finance in enabling…
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Ep 20: Planning’s New Math: PLG + Product Usage

As more businesses track customer product usage ever more closely, finance leaders are busy fine-tuning the collaborative approaches that allow their organizations to identify and pursue revenue expansion opportunities.   Guest Host Ben Murray and Jack Sweeney discuss the cross functional teams that are putting their companies on the path to greater net dollar retention as […]

Ep 19: Why FP&A Designs the Questions

It’s no secret, professionals from various departments must work together to correctly calculate Customer Lifetime Value (CLV), Customer acquisition cost (CAC) or Lead-to-customer ratios. This episode we explore how collaboration and communication is always essential to ensure these calculations and others take into account all relevant factors. “The way I think about it is that […]

Ep 18: Dragon Slayer of the Budgeting World | A Tribute to Steve Player

When consultant Steve Player died last week at the age of 64, the business function that he had tormented, ridiculed, and war-hammered for more than two decades stood quivering in the shadows. Still breathing, the beast of a business process known as budgetary control had withstood its most notorious assailant’s heaviest blows—in itself a resounding […]