The Source for CFO Thought Leadership

data

1,038: Driving Financial Agility in a Global Tech Landscape | Joey Wong, CFO, Asia Pacific (PCSD), Lenovo

In the mid-2000s, the world's attention increasingly began to focus on Asia, attracted not just by the region’s rapid economic growth but also by the 2008 Beijing Olympics. It was within this atmosphere of excitement and potential that Joey Wong made a very pivotal career decision. Having grown up in Los Angeles after her family…
Listen to the Episode Below (0:56:22)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1,037: Optimizing Growth and Margins: A CFO’s Strategic Playbook | Regi Vengalil, CFO, Trax Retail

When the opportunity to help lead Expedia's corporate travel business arose, Regi Vengalil knew that this was exactly the role that he had been seeking in order to put his CFO career on a new and better track. Stepping into this CFO position meant overseeing a business unit with $600 million in revenue and $120…
Listen to the Episode Below (0:36:11)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

The Mentoring Round | Daniel Welch, CFO, Kate Farms

Inside The Mentoring Round, CFO Daniel Welch emphasizes the dual nature of Kate Farms as both a healthcare and consumer packaged goods (CPG) company, with long-term customers who rely on its plant-based medical nutrition products. He highlights the importance of understanding customer lifetime value relative to acquisition costs, particularly in the company’s e-commerce expansion. Welch also […]

1,035: Balancing Growth and Sustainability: The Financial Strategy Behind Health Innovation | Daniel Welch, CFO, Kate Farms

In 2018, Daniel Welch made a life-altering decision when—after having spent a decade in investment banking working on high-profile IPOs and M&A deals at Morgan Stanley—he found himself at a crossroads. The birth of his daughter and a health scare involving his father led him to question the career path that he was on. “I…
Listen to the Episode Below (0:59:29)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

The Mentoring Round | Clemente Cohen, CFO, PG Forsta

Inside The Mentoring Round, CFO Clemente Cohen highlights the importance of being opportunistic and adaptable when dealing with data, noting that sometimes 80% accuracy is sufficient if it allows for timely decision-making. On a personal note, Cohen shared his passion for fly fishing, a solitary hobby that contrasts with his high-energy professional life. He revealed that […]

1,028: Shaping Finance Operations to Support Global Growth | Clemente Cohen, CFO, PG Forsta

Clemente Cohen’s finance career began in the early 1990s inside the Munich offices of Silicon Graphics, approximately 6,500 miles from the Silicon Valley company’s headquarters and some 7,500 miles from his birthplace in Argentina. This transcontinental start marked the beginning of a career defined by global problem-solving, adaptability, and generous helpings of M&A experience. Cohen,…
Listen to the Episode Below (0:56:58)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1,026: Partnering for Growth in the Age of AI | Kabir Ahmed Shakir, CFO, Tata Communications

According to CFO Kabir Ahmed Shakir, when AI giant Nvidia sought to expand its alliances in India, it knew exactly with whom to partner: "They did their homework, and they tapped on Tata Communications’ door.” This partnership, Shakir tells us, has proven to be but one of a number of alliances in Tata's journey toward…
Listen to the Episode Below (0:54:38)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1,015: Aligning Investor Narratives With Operational Strategy | Mark Khavkin, CFO, MinIO

Mark Khavkin tells us that from the very beginning of his career journey—a 2008 role as an investment professional with a European private equity firm—he was able to gain experience in board strategy, investor relations, and entrepreneurial exploration. This foundation allowed him to read boardroom dynamics from very early on and prepared him to anticipate…
Listen to the Episode Below (0:39:48)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

Ep 36: Standardize, Streamline & Scale

On the latest episode of Planning Aces three dynamic CFOs—Robert Cornella (RNDC), Karen Williams (American Express Global Business Travel), and Tony Querciagrossa (Pinstripes)—share a menu of FP&A insights and experiences. Robert Cornella emphasized the importance of understanding value chain economics and achieving operational harmony within complex mergers. His experience at Coca-Cola highlighted the necessity of…
Listen to the Episode Below (0:36:28)
1x
0:00
0:36:28
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

The Mentoring Round | Tony Querciagrossa, CFO, Pinstripes

Inside The Mentoring Round, CFO Tony Querciagrossa discusses a strategic moment of insight he experienced earlier in his career at Medline Industries, where he collaborated with a commercial leader to address recruitment and organizational challenges, leading to the creation of the commercial finance function. Looking forward, CFO Querciagrossa identifies several key priorities for the upcoming […]