“We’ve always believed in meeting businesses where they are—inside the systems they already trust.” – Lacerte At SuiteWorld 2025 in Las Vegas, René Lacerte, founder and CEO of BILL, discussed how AI, automation, and embedded partnerships are transforming the financial operations landscape for small and midsize businesses (SMBs). Lacerte described AI’s evolution in finance as […]
Chronicling the Chapters of a CFO’s Rise | Lisa Cummins Dulchinos
During the pandemic, Lisa Cummins Dulchinos realized that doing tasks herself wasn’t the best use of her time as CFO. Encouraged by a peer, she began delegating, gaining strategic clarity. The shift allowed her to better engage with executives, boards, and investors by focusing on the bigger picture rather than day-to-day execution. When Lisa Cummins […]
Simplify, Measure, Accelerate | Jason Lee, CFO, Faire
FINANCE STRATEGIC MOMENT | CFO JASON LEE At Faire, Jason redefined how the company measured growth by simplifying customer behavior analytics. Initially, the company tracked broad volume and percentage-based growth metrics, but Jason shifted the focus to two core drivers: discovery volume (new product trials) and reorder rate (repeat purchases). Now Watch the Complete Episode […]
1080: Reframing Your Drivers of Growth | Jason Lee, CFO, Faire
1055: At the Intersection of Product Love and Financial Leadership | Joanne Cheng, CFO, Jellyfish
1054: AI as a Game-Changer for Revenue and Operations | Chris Nagy, CFO, SalesLoft
Ep 41: The FP&A Spectrum: Technology, Culture, and Long-Term Value
Ep 40: From Constraints to Collaboration
In this episode of “Planning Aces,” finance leaders explore the evolving role of FP&A as a strategic partner emphasizing the importance of reliable data in aligning decision-making and resetting priorities. The CFOs discuss how setting clear constraints enhances strategic planning and drives more thoughtful decision-making. Leveraging AI emerges as a key theme for optimizing financial […]