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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…
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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 […]

885: Landing Your Career’s “Pivot Position” | Robert Mitchell, CFO, Zepz

Robert Mitchell had been sizing up new venture opportunities for PayPal for roughly 3 years when the door to an operations role swung open. Impressed by his financial modeling know-how, Mitchell tells us, PayPal’s credit bosses “handpicked” him to create a framework for launching and monitoring new credit offerings. For Mitchell, there was no turning…
Listen to the Episode Below (00:43:03)
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Bringing a Cross-Functional Approach to Scenario Analysis | Betsy Ward, CFO, MassMutual

Ward: I actually think it might be more unique given my background to talk about a Strategic Finance moment that related to a position I was in when I was in, in actually Investment Management, which relates to those scenarios I was talking about. So while I was working in mass, Mutual’s Investment Management subsidiary, […]