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AI in finance

1055: At the Intersection of Product Love and Financial Leadership | Joanne Cheng, CFO, Jellyfish

Joanne Cheng’s career had already carried her through multiple successful exits and finance leadership roles when an unexpected opportunity arose. Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its…
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1054: AI as a Game-Changer for Revenue and Operations | Chris Nagy, CFO, SalesLoft

In March 2020, as global lockdowns disrupted industries worldwide, Chris Nagy encountered a pivotal moment as CFO. Overnight, his company lost 25% of its revenue due to the closure of in-person focus group facilities. Responding swiftly, Nagy redirected resources to fast-track a shelved video conferencing product. By year-end, the initiative recovered half of the lost…
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Ep 41: The FP&A Spectrum: Technology, Culture, and Long-Term Value

In this episode of Planning Aces, Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). The discussion explores how these finance leaders are leveraging technology, data, and collaboration to drive decision-making and value creation. Highlights Conclusion: While these CFOs share a focus […]

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 […]

1,046: Transforming Finance from Reactive to Proactive Leadership | David Eckstein, CFO, Vanta

When David Eckstein inherited a struggling business unit earlier in his career, there was little question he faced an uphill battle. The unit wasn’t one he had built, nor had he developed the frameworks or discounting policies in place. Who was responsible for the unit’s troubles? And shouldn’t this problem child belong to someone else?…
Listen to the Episode Below (0:44:49)
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