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972: Recalibrating Your Strategic Lens | Rachel Stack, CFO, Cologix, Inc.

Not unlike that of many of her CFO peers, Rachel Stack's journey toward becoming a CFO has been punctuated by pivotal transactions. No single example of this turns out to have been more complicated or rich with lessons than what Stack refers to simply as "the take-private of Zayo." However, before the path forward for…
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The Mentoring Round | Sam Kemp, CFO, Built

Inside The Mentoring Round, CFO Sam Kemp emphasizes the importance of understanding the gap between a business’s formal operating model and the actual, informal ways it functions. Recognizing this gap is crucial for new leaders to gain leverage quickly within an organization or a new division. Looking forward, Sam outlined his top three priorities: ensuring […]

971: Navigating Growth and Transformation | Sam Kemp, CFO, Built Technologies

Looking back on his days with GoDaddy, Sam Kemp recalls a pivotal page in the domain registry giant's strategic M&A playbook. As he prepared to present to the executive team his analysis of a recent acquisition, he included a simple slide to convey data that would challenge the company's conventional thinking around acquisitions and how—free…
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970: Growing in Good Company | Dennis Johnson, CFO, Qlik

It's an all-too-familiar tale among the ranks of senior finance executives: A private equity firm acquires a company, reshuffles the finance team, and reserves the top finance spot for one of its own portfolio CFOs. At Qlik, though, this story had a less familiar ending—or at least one that did not include a portfolio CFO.…
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969: The Human Equation in Finance | Elizabeth Mann, CFO, Verisk

Elizabeth Mann began her career as a mathematician in academia, spending a decade in the field. Her initial plan had been to become a professor, on a path that would start with a Ph.D. and a postdoc. However, something was missing. Eager to engage more directly with the world at large, she pivoted her career…
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Ep 31: Projecting The Voice of Reason

This episode of Planning Aces sheds light on the critical role financial leadership and strategic planning plays in guiding companies through turbulent times and the importance of balancing short-term opportunities with long-term strategic planning. Each of the featured finance chiefs faced unique challenges related to the pandemic's impact on their businesses, and their responses offer…
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The Mentoring Round | David Snyder, CFO, Coya Therapeutics

Inside The Mentoring Round, CFO David Snyder of Coya Therapeutics stresses that biotech companies must not get sidetracked by short-term valuations or minor gains but should focus on the bigger picture of achieving substantial market capitalization. This perspective is grounded in the understanding that success in biotech often hinges on the ability to finance a […]

968: From the Investor’s Point of View | David Snyder, CFO, Coya Therapeutics

It was the type of introduction that any MBA student would envy, and one at which David Snyder, 35 years later, still marvels. Back in the late 1980s, a business school classmate introduced him to notable investor and billionaire tycoon Sam Zell, who subsequently offered Snyder a job. Without hesitation, Snyder accepted Zell's offer and…
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967: Leading With a Customer Mind-Set | Karen Walker, CFO, Sysdig

Like many of her CFO peers, Karen Walker had an early career that was guided by abundant opportunities surrounding finance-driven decision-making within organizations. It was a path that often led Walker to engage more closely with sales and operations, as was the case at CNET Networks, where she tells us that she recognized the limitations…
Listen to the Episode Below (0:47:41)
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965: Removing Complexity for Strategic Success | Emma Brown, CFO, Medius

For Emma Brown, it was as though she had just removed the sword from the fabled stone, a moment that would challenge the inclination to persistently question her own judgment when it came to business. As is often the case, Brown’s moment of insight occurred in a high-pressure situation. Faced with poor financial visibility and…
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947: Finding Pathways to Innovation | Teresa Chia, CFO, Vertafore

Among the different career phases that Teresa Chia credits with having helped to advance her down the CFO path, there is little question that Phase 2 was the most formative. Still, how she came to enter this phase had little to do with career ambitions—or at least her own career ambitions. The second phase of…
Listen to the Episode Below (0:50:53)
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945: Achieving a Management Rapport | Doug Lindroth, CFO, Tealium

Doug Lindroth tells us that he is not likely to forget the day that Google filed its S-1 registration statement simply because it was on the same one that semiconductor distributor Memec filed its own S-1. Back in June 2004, Lindroth was CFO of Memec when the firm’s management opted to file a registration statement…
Listen to the Episode Below (0:56:46)
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