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 […]
Ep 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 […]
How AI is Driving Business Efficiency & Retention
CFO Kevin Rhodes explores how AI is reshaping business strategy—both internally for operational efficiency and externally for customer experience. He discusses how Extreme Networks leverages AI to improve sales enablement, optimize network management, and drive ROI. Rhodes also examines the evolving monetization models of AI, highlighting its role in retention, automation, and revenue growth. His […]
Leading Through Windfalls: CFO Guidance on Secondary Transactions
Inside The Mentoring Round, CFO Kfir Lippmann dives into the lesser-known yet critical impact of secondary transactions. While IPO preparation is high-stakes, these transactions can dramatically affect morale—especially when younger employees receive large sums quickly. Lippmann emphasizes coaching them on responsible spending and long-term thinking, rather than letting sudden wealth create divisions. Balancing transparency, fairness, […]
1061: Innovate, Scale, Repeat: A CFO’s Blueprint for Rapid Expansion | Kfir Lippmann, CFO, Salt Security
CFO Kfir Lippmann began his career at Ernst & Young in Tel Aviv, auditing high-growth tech clients and navigating the intricacies of IPO-bound businesses. The experience gave him a deep understanding of strategic finance early on, Lippmann tells us. Later, he joined Monday.com when it was still a small startup, helping scale the organization through…
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