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 17: Legibility & Levers 

To grow efficiently businesses must have legibility across the organization, explains Airtable CFO Ambereen Toubassy, who tells us legibility can only be achieved by having everyone throughout the business using the same metrics. Along the way, Toubassy says finance leaders must ensure their organization’s data capture is being conducted correctly and consistently.   It may sound easy, but […]

Ep16: When FP&A Takes Rosaline’s View

With a prospect of a recession ever more present, Steve says its time to keep the 7 P’s top of mind, or as Navistar’s CEO Mark Hernandez explains Proper prior planning prevents piss-poor performance (the 7 P’s). Steve says Hernandez is spot on when it comes to what FP&A professionals must keep in mind as they […]

Ep 15: Let the Data do the Talking

Steve and Jack discuss the data tsunami that many organizations are now facing and what steps finance executives can take to replace their historical, backward-looking, “batch mode” thinking with more proactive approaches that will allow finance teams to achieve more predictive outcomes. This episode’s distinguished Planning Aces reveal the leadership mindsets and approaches now driving […]

Ep 14: Let RPA Lead Rather Than Replace

Steve and Jack discuss how the FP&A realm is becoming a world where data expertise and insights are as widely sought after as traditional budgeting and forecasting skills. Meanwhile, Steve urges finance professionals to take an enlightened view of robotic process automation (RPA). Rather than replace the work of humans, the adoption of RPA offers […]

Ep 13: From Euphoria to ‘Uh-oh!

Steve and Jack discuss how pricing strategy has increasingly become top of mind for finance leaders as businesses become more responsive to customer behaviors, and Steve reflects on the virtues of time travel and how by asking finance leaders to reflect on their past experiences we enjoy a front row seat to view those experiences […]

Ep 12: Achieving a More Agile Finance Function | A Planning Aces Episode

Steve and Jack discuss how growing concerns about a possible economic recession are helping fuel CFO aspirations for creating a more agile finance function, and Steve reflects on how different career experiences and backgrounds influence how CFOs lead and make business decisions. Featuring commentary and FP&A insights from Planning Aces: CFO David Barnes of Trimble, […]

Ep 10: Getting in Deeper

Steve and Jack discuss how successful financial planning teams are always looking to “get in deeper” and help their organization’s extend their lines of sight. Featuring commentary and FP&A insights from Planning Aces: CFO Adriana Carpenter of Emburse, CFO Kent Kelley of Unanet and CFO Brandon Maultasch of Moloco. Kent Kelley—a 15-year Oracle veteran whose […]

Ep 9: Expecting the Unexpected

Steve and Jack discuss how finance professionals must give more thought to how they communicate “the news” inside their organizations in order to avoid being cast by other functional teams as “the bearer of bad news.” Featuring commentary and FP&A insights from Planning Aces: CFO Russ Porter, CFO, IMA, CFO Nipun Soni of BillionToOne and […]

Ep:7 Increasing the Velocity of Your Flywheel

Steve and Jack are joined by friend of Planning Aces Bryan Lapidus, who is today director of the FP&A Practice for the Association for Financial Professionals (AFP). Bryan discusses 2022 planning priorities, while offering guidance to FP&A teams tasked with helping their organization advance into the new year’s uncertain environment. This episode features commentary and […]