Rowe’s strategic moment came when he recognized Workday needed to lean harder into AI—both organically and through acquisitions. Instead of defaulting to cost cuts, he shifted focus to targeted investment, partnering across teams to identify the highest-return opportunities. The result: a smarter, faster AI strategy designed to outpace competitors and deliver long-term shareholder value. [ssp-player] […]
1148: How Early Data Lessons Shaped Workday’s CFO AI Playbook | Zane Rowe, CFO, Workday
At first, we wondered why Zane Rowe was once again leading us back to Continental Airlines. With notable CFO tenures at VMware and EMC—chapters rich with transformation—surely there were fresh stories to surface. But as Rowe began tracing the logic behind flight profitability, route modeling, and data-rich decision making, the relevance snapped into focus. His…
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Ep 50: Discipline at the Heart of Innovation
In this episode of Planning Aces, we spotlight FP&A insights from three CFOs leading innovation with discipline: Chris Sands (InvoiceCloud), Steve Sutter (Celigo), and Niels Boon (Cint). Each shares how finance is shaping AI, go-to-market models, and data-driven transformation without losing rigor. From building an “AI Ops” function and embedding finance in sales strategy, to […]
Pilot, Learn, Scale What Works | Troy Anderson, CFO, Kelly Services
Troy Anderson stepped into a troubled $2B Xerox unit and uncovered mispriced contracts, communication gaps, and failing operations. After renegotiating key agreements and restoring transparency, he recommended shutting down an unsalvageable business. His decisive analysis saved years of wasted investment, restored credibility, and allowed the company to plan with clarity and confidence. Now Watch the […]
1143: Building a Transformation-Ready Finance Function | Troy Anderson, CFO, Kelly Services
When Troy Anderson accepted the CFO seat at Kelly Services in 2024, he stepped into an organization that, as he tells us, “had done a number of acquisitions … and really invested in the business.” The legacy staffing firm had spent nearly $1 billion to expand its reach but had yet to fully integrate those…
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1140: The EQ Playbook for Post-Merger Reality | Niels Boon, CFO, Cint
The moment that stayed with him began at a marketplace where sales dashboards showed 40% gross margin—yet finance closed the books at 20%, Boon tells us. The gap, he discovered, lived in the shadows: rebates, discounts, and “free” services that never touched operational metrics. He manually traced economics to the client level and found margins…
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The AI Ops Experiment That Reframed Finance Partnership | Chris Sands, CFO, InvoiceCloud
Chris Sands’ defining moment came when he realized success as CFO depended less on accounting or FP&A expertise and more on influencing the organization. He restructured his team to gain leverage, freeing time to build relationships and drive cross-functional change. By prioritizing collaboration and clarity over control, he amplified finance’s strategic voice across the organization—a […]
Ep 49: AI’s Early Returns
In this Planning Aces episode, Jack Sweeney and thought leader Brett Knowles explore FP&A lessons from three CFOs tackling AI’s promise and limits. Craig Foster (Pax8) sees AI as an efficiency engine, projecting “20% more with 20% less” via agentic tools across functions and for SMBs. David Obstler (Datadog) outlines monetization—AI-native demand, LLM-powered products, and […]
1134: When Finance Becomes a Force for Influence | Chris Sands, CFO, InvoiceCloud
“InvoiceCloud is not just payments,” Chris Sands tells us. Sitting inside the company’s finance organization, he sees a platform built to change habits—helping businesses shift customers from paper invoices and mailed checks to fully digital transactions. The success metric, he adds, is simple: “Do more of their customers stop receiving paper invoices, stop mailing in…
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From Experiments to Engines: Scaling the Mid-Market | Steve Sutter CFO, Celigo
Within 72 hours of becoming CFO at Elance, Steve Sutter uncovered that thousands of customer account balances were commingled with corporate cash—an oversight with serious compliance risk. He immediately convened the board, secured nearly $20 million to correct the issue, and implemented proper segregation—restoring financial integrity and safeguarding the company’s future transactions. Now Watch the […]
1132: Infrastructure First: Where AI Actually Adds Up | Steve Sutter, CFO, Celigo
When Steve Sutter joined Celigo five years ago, he stepped into a company positioned not as another SaaS app but as what he calls “the infrastructure, the piping, the plumbing” of business automation. Celigo, he tells us, moves data between systems like Salesforce, NetSuite, and Snowflake so companies can “create very sophisticated business processes” without…
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Acquisitions As Customer Experience Strategy | Beth Gaspich, CFO, NiCE
Beth Gaspich recalls ringing the NYSE bell in 2008 as RiskMetrics went public amid extreme market volatility. After months of S-1 prep and roadshows, the decision to proceed came “down to the wire.” Executing successfully proved the value of preparation, decisive timing, and clear investor storytelling in uncertain markets. Now Watch our Complete Episode Featuring […]