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892: Understanding Your Customer From the Inside Out | Jason Quinn, CFO, Vendr

When Jason Quinn landed in Europe back in 2008, he was the youngest of five American finance executives being deployed by digital disrupter SMB printer Vistaprint of Boston, Mass. For the next 5 years, Quinn would be involved in a string of business acquisitions that would grow the digital printer’s European revenues from nothing to…
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891: Climbing the Multi-Product Ladder | Jim Cox, CFO, Clearwater Analytics

Back in 2008, when Jim Cox was controller for investment management software company Advent Software, he was invited by that firm's founder and CEO, Stephanie DiMarco, to accompany her to an investor meeting. “I just sat there smiling and hoped that nobody would ask me a question,” comments Cox, recalling one of a number of…
Listen to the Episode Below (00:57:13)
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How an NFL Revenue Marker Gave Way to a New Strategic Plan | Chris Halpin, CFO, IAC

Halpin: The one that sticks with me was in 2017, they asked me to become Chief Strategy Officer and build a long term strategic plan at the NFL. And it was a recognition that, you know, the media landscape was changing so much social media was impacting every part of our business, for the good […]

890: Driving the Internet Sharetaker | Christopher Halpin, CFO, IAC

In 2011, after Chris Halpin had rejoined his colleagues back at Providence Equity Partners' New York offices at the completion of a 3-year stint in Hong Kong, he found himself being confronted by something he had rarely experienced before: boredom. “I had this kind of existential angst—that I didn't want to die and have my…
Listen to the Episode Below (00:59:25)
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Using AI to Help Drive the Investment Process | Ben Chrnelich, CFO, Symphony

CFO GUEST: Ben Chrnelich of Symphony CFOTL:  Since the start of the year, chat GPT is everywhere, it seems, and it’s impacting everything. Can you tell us within your organization, whether it’s been part of the discussion whether whether people have come to you, and you’ve been surprised at the different conference tables, it’s been […]

889: Whetting Wall Street’s Tech Appetite | Ben Chrnelich, CFO, Symphony

When Ben Chrnelich tells us that the banking sector’s recent unrest is the third period of disruption that he’s “cycled through” during his finance career, we can’t help but wonder about the other two. Of course, they are hardly a secret. As did that of many of his CFO peers, Chrnelich’s early career appears to…
Listen to the Episode Below (00:53:07)
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888: Accelerating in the Controlled-Growth Lane | Paolo Poma, CFO, Lamborghini

Paolo Poma is uncertain how many times he met with bankers and investors during the first 6 months of 2009. The steady string of phone calls and conference rooms that once demanded the management of Ducati Motors Holding’s rapt attention, Poma tells us, have now blurred into a single, heart-pumping conversation. “I had to go…
Listen to the Episode Below (00:47:17)
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Why the Journey Matters | Galit Yaakobovitz, CFO, AmyriAD

CFO GUEST: Galit Yaakobovitz of AmyriAD Yaakobovitz: I think it’s also a part of my personality. Uh, I like the journey, and I’ll tell you about my personal life later, but, uh, I, I like to enjoy the journey. And if I’m, uh, in a certain path and I enjoy it, I don’t really care […]

887: From Tech to Biotech: Enjoying Today’s Journey | Galit Yaakobovitz, CFO, AmyriAD

After Galit Yaakobovitz relocated from Israel to the United States back in the mid-2000s, there was little question that the move had given her career a boost. Still, it was the next relocation—the one that would move her and her husband from New Jersey to California—that ultimately allowed her to place both feet on a…
Listen to the Episode Below (00:55:44)
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886: When SaaS Became the Destination | Alka Tandan, CFO, Gainsight

One key takeaway from Gainsight CFO Alka Tandan's career journey is the importance of being open to new opportunities and pivoting when necessary. Tandan started in investment banking, transitioned to media, and then vectored again to the SaaS industry. Looking back on the first move of her career, Tandan says that she “came to a…
Listen to the Episode Below (00:49:30)
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Ep 21: When Sales is at the Table

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. The hosts also discuss the role of finance in enabling…
Listen to the Episode Below (00:29:29)
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Using Compensation to Achieve Post Merger Sales Alignment | Teodora Gouneva, CFO Next Insurance

Gouneva: Through my career, I spend a lot of time supporting sales teams. And usually what is critical with the sales team is they respond really well to how you design compensation. And if you don’t design it the right way, you may get a different behavior that you don’t intend. So looking back at […]