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Ep 32: Operating IN and ON the Business

Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss the strategic efforts of two CFOs leading organizational turnarounds, and a third CFO, who offers key organizational insights from an earlier career chapter. Emphasizing simplification, strategic focus, and leveraging both human insight and technology, Marc Suidan of The Beachbody Company, Emma Brown of Medius and David…
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Ep 30: Seeding Organizational Ownership

Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss how AI's integration into FP&A is still in early stages, with many teams 'dabbling' in AI rather than regularly employing it. However, its use has been significant, inspiring creativity and improving team performance. This episode's conversation emphasizes how FP&A is not just about financial numbers but…
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Top Priorities: Driving Value and Developing the Talent Pipeline

Novelis CFO Dev Ahuja highlights his efforts to ensure that finance plays a more prominent role in driving decisions and shaping outcomes across the organization. Ahuja explains his approach involves pushing value levers and making a tangible impact on the company’s profitability and results.

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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The Path to Unlocking Gross Margin Points | Dayton Kellenberger, CFO, Vendavo

CFO GUEST: Dayton Kellenberger, CFO, Vendavo  Kellenberger: I think there’s a couple that that come to mind. I mean, I think the first piece is overarchingly. We want to make sure that we’re focusing the business on the key metrics that matter. And so we shifted how we do our monthly business unit reviews. So […]

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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