The Source for CFO Thought Leadership

AI

ON LOCATION: Among the Planning Masses at Perform24

Planful CEO Grant Halloran shares his insights on the current state of AI adoption in the enterprise, emphasizing the need to temper excitement with reality. He highlighted the importance of understanding legal and security aspects, listening to customers, and pacing AI development with their ability to use it effectively. Halloran also discussed the potential of…
Listen to the Episode Below (0:36:17)
1x
0:00
0:36:17
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

999: A Bias for Action | Jason Godley, CFO, Xactly

On a remote Wyoming cattle ranch, young Jason Godley faced a dire situation: The baler attached to his tractor had suddenly caught fire. Alone, with no immediate help and devoid of modern conveniences like a cell phones 12-year-old Godley had to think quickly and act decisively. His decision to drive to a neighbor’s house to…
Listen to the Episode Below (0:51:40)
1x
0:00
0:51:40
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

998: Margins, Metrics, and Payments | Lawrence Herman, CFO, Dwolla

Lawrence Herman's path to becoming a CFO unfolded through a series of experiences that changed his understanding of the finance world, beginning with his initial role at Goldman Sachs. Here, in the crucible of intense market dynamics, Herman cut his teeth on complex financial models, where the rigor of long hours refined his capacity to…
Listen to the Episode Below (0:35:42)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

The Mentoring Round | Daniel Bisgeier, CFO, Constellation

Inside The Mentoring Round, CFO Daniel Bisgeier highlights that the process of defining and refining KPIs is iterative, reflecting changes in the business environment and internal company goals. This adaptive approach ensures that the company remains aligned with its most critical success factors over time. Bisgeier discusses the innovative use of artificial intelligence (AI) within […]

997: From Reaction to Action: Capturing Insight for Growth | Daniel Bisgeier, CFO, Constellation

When a leader is faced with unprecedented challenges, their true mettle is tested. Daniel Bisgeier, a seasoned CFO, exemplifies how continuous improvement and strategic decisiveness can pave the way for corporate resilience and growth. Reflecting on his career, Bisgeier notes that significant progress often comes not in bursts but through "persistent effort over time and…
Listen to the Episode Below (0:48:27)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

Ep 34: From Rearview to Road Ahead 

On our latest episode  three forward looking Planning Aces shared deep insights into optimizing financial performance. The conversation highlighted the significance of predictive metrics and proactive financial planning, with a strong focus on leading indicators to guide business strategies. Detailed exploration of operational efficiencies, particularly in sales and marketing, was discussed as a method to improve…
Listen to the Episode Below (0:34:40)
1x
0:00
0:34:40
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

The Mentoring Round | Aaron Levine, CFO, Prophix

Inside The Mentoring Round, CFO Aaron Levine explains how he views AI as a supportive tool rather than a replacement for human jobs. He champions AI’s role in augmenting the capabilities of finance professionals, through tools like the AI-driven ‘report insights’ feature in Prophix’ platform. Levine emphasizes the critical importance of system and team integration […]

996: Cultivating a CFO’s Toolkit | Aaron Levine, CFO, Prophix

From his early days in auditing at PwC to his current role as CFO at Prophix, Aaron Levine has had a career that has closely tracked the evolving nature of the financial leadership role. His journey has been marked by a series of strategic transitions and expansions of his skill set that illustrate the broadening…
Listen to the Episode Below (0:36:10)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

Ep 33: Driving Value Beyond the Balance Sheet

This episode our Planning Aces emphasize the importance of leveraging one's breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. They also emphasize the evolving nature of finance professional interactions and the idea that strategic insights can serve as catalysts for organizational change, prompting shifts in…
Listen to the Episode Below (0:54:35)
1x
0:00
0:54:35
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

987: May the Road Rise to Meet You | Jennifer Loo, CFO, Tala

Back in 2009, with a law degree in hand along with a smattering of frontline consulting experience, Jennifer Loo swung open the door at LegalZoom—where in short order she was tasked with architecting the fast-growing company's FP&A function from the ground up. For Loo, the responsibilities that would quickly surface at LegalZoom did not necessarily…
Listen to the Episode Below (0:46:43)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

985: A World Where Everything Is Negotiable | Sarah Alper, CFO, Pactum AI

As Pactum AI embarks on a pivotal phase of commercialization, the arrival of Sarah Alper in the AI-driven company’s CFO office is by no means a coincidence. Having transitioned from structured finance roles at General Electric to the dynamic environment of UiPath, Alper now brings to the table a blend of experience in operational finance,…
Listen to the Episode Below (0:54:45)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

980: A New Era for Legal Services | Eric Bouchard, CFO, Axiom

Perhaps no single experience better reveals the breadth of challenges that regularly test even the most stoic of finance career-builders than that which confronted Eric Bouchard a little more than a decade ago at Bombardier, Inc. Tasked by management with negotiating the establishment of a new aerospace facility, Bouchard navigated through complex discussions with the…
Listen to the Episode Below (0:53:19)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube