46: From Flailing to AI Forward Motion
In this Planning Aces episode, Jack Sweeney and co-host Brett Knowles spotlight three CFOs who are advancing their organizations’ FP&A capabilities through thoughtful AI adoption. CFO Andrea Hecht of CSAA Insurance discusses aligning generative AI with enterprise strategy and efficiency. CFO Matthias Steinberg of MindBridge explores combining machine learning and LLMs in finance workflows. CFO […]
1109: Building Finance Teams for Scale, Speed, and Smarts | Larry Roseman, CFO, Thumbtack
1107: When Finance Leads with a CEO Mindset | John Rettig, CFO, Bill
When Finance Drives Strategic Change | Aaron Alt, CFO, Cardinal Health
Ep 45: Redefining Efficiency: The Three Dimensions of AI ROI
In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Gillian Munson (Vimeo), Dan Fletcher (Planful), and Chad Gold (FullStory). Each finance leader discusses how AI is reshaping their planning processes, from accelerating automation and revenue generation to transforming cross-functional collaboration. Brett introduces […]
1104: Navigating Cardinal Health’s Growth Journey | Aaron Alt, CFO, Cardinal Health
Achieving Strategic Optionality Through Operational Rigor | Chad Gold, CFO, Fullstory
Sensing 2021’s frothy market, Gold ran a dual track—pursuing fresh capital while quietly courting strategic buyers. Years of relationship‑building and rigorous records paid off when Vista Equity acquired Salesloft, delivering liquidity without ceding control and validating his mantra that finance should anticipate peaks and “make the news.” Now Watch the Complete Episode with CFO Chad Gold […]
1100: Lines, Not Dots: Turning Optionality into Outcomes | Chad Gold, CFO, Fullstory
ON LOCATION: AI on the Frontlines – Live Insights from Planful Perform25
AI on the Frontlines: Live Insights from Planful Perform25
On Location at Planful Perform 25 in Miami, CFO Thought Leader captures candid frontline views on AI’s sweeping impact. CEO Grant Halloran details how intelligent automation meets a crippling finance‑talent shortage, promising faster decision cycles without head‑count spikes. CFO Dan Fletcher spotlights daily reforecasting, agent‑driven data interrogation, and strict ROI tests before approving new hires. Both leaders emphasize […]
Mapping Growth Through Uncertain Seas | Bea Ordonez, CFO, Payoneer
Bea Ordonez accepts nonstop upheaval as the new norm. She’s fortified Payoneer with resilient, high‑performing teams, rapid decision cycles and laser‑sharp customer focus. By treating every macro shock as opportunity, she converts volatility into competitive speed, seeking to position Payoneer for sustained global growth and advantage. Now Watch the Complete Episode Featuring CFO Bea Ordonez Payoneer’s […]