Judgment: The Ultimate Career Milestone | Amy Wang, CFO, Procurify
During a billion-dollar acquisition, Amy Wang identified a critical error others overlooked. Despite hesitation, she challenged senior leaders, corrected the mistake, and prevented a $1M misallocation. The moment reshaped her mindset—proving that judgment, not titles or credentials, is the true differentiator in high-stakes finance decisions. Now Watch the Complete Episode Featuring CFO Amy Wang of […]
1175: Inside the C-Suite: Where Judgment Outranks Data | Amy Wang, CFO, Procurify
When Growth Isn’t the Goal—Sustainability Is | Manu Diwakar, CFO, Virta Health
At Ceres, Manu Diwakar recognized that scaling an expensive dry-land farming product lacked economic logic. With capital scarce, he urged the CEO to walk away from the misaligned business line and refocus on higher-value specialty crops—prioritizing sustainable unit economics over growth for growth’s sake. Now Watch the Complete Episode Featuring CFO Manu Diwakar of Virta […]
How Data Rewrote Capital Allocation | Guillermo Lopez, CFO, dLocal
At American Express, Guillermo Lopez overhauled a historically allocated $700M annual investment budget by building a data-driven ROI model that merged financial, platform, and customer data. The reallocation redirected capital to higher-return markets, generating an estimated $30M in incremental annual revenue—compounding year over year. Now Watch the Complete Episode Featuring CFO Guillermo Lopez of DLocal […]
CFO EQ: How Leadership Takes Shape
Ep 40: From Constraints to Collaboration
In this episode of “Planning Aces,” finance leaders explore the evolving role of FP&A as a strategic partner emphasizing the importance of reliable data in aligning decision-making and resetting priorities. The CFOs discuss how setting clear constraints enhances strategic planning and drives more thoughtful decision-making. Leveraging AI emerges as a key theme for optimizing financial […]
When the Metrics Signal It’s Time to Derisk | Aneal Vallurupalli, CFO, Airbase
Watch as CFO Aneal Vallurupalli reflects on an earlier career chapter when he was tasked with prioritizing hiring and assessing the state of the business at a prior company. At the time team the company’s metrics were aligning well and Vallurupalli suggested to the co-founder that they should raise funds. Despite the co-founder’s initial reluctance, […]






