In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Gillian Munson (Vimeo), Dan Fletcher (Planful), and Chad Gold (FullStory). Each finance leader discusses how AI is reshaping their planning processes, from accelerating automation and revenue generation to transforming cross-functional collaboration. Brett introduces […]
Finance as the Quarterback: A CFO’s Strategic Advantage
Inside The Mentoring Round, CFO Eugene Wong shares how he discovered that bridging disconnected teams can accelerate growth. He describes how finance can serve as the “quarterback,” identifying misalignment across departments and convening sidebars to maintain synergy. CFO Wong emphasizes scaling while sustaining efficiency and employee passion. Looking ahead, top priorities include streamlined growth, engaged […]
843: Making Finance Part of the Business’s Operating Fabric | Adil Syed, CFO, Rippling
If, as the old maxim suggests, "life" is what happens to us while we are busy making other plans, Adil Syed’s other plans most likely did not include Snap Inc—or at least they didn’t when he first headed east to attend business school. Having spent the previous 3 years at Redpoint Ventures helping to raise…
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757: The Workforce Is Rising | Justin Judd, CFO, BambooHR
"Gain all of the experience that you can in different areas of business, across sales, marketing, product development, operations, finance, accounting, legal, and employee experience. And, most important, cultivate strong relationships and take care of and treat people well." –Justin Judd, CFO, BambooHR Ten years ago, when Adobe management finally made up its mind to…
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Ep 9: When the Mission Matters
Brett and Jack discuss the power of the mission, the CEO return-to-work agenda and covid’s delta variant backlash. Featuring the commentary and insights of workplace champions CFO Beth Clymer of Jobcase, CFO Todd McElhatton of Zuora and CFO Scott Dussault of Workhuman. Unedited Transcript Hi everyone. This is Jack Sweeney, and I’m here with Brett […]
Ep 7: Competencies & Culture
Brett and Jack discuss how building competencies inside companies is central to establishing an enduring culture. Featuring the commentary and insights of workplace champions: Harmit Singh, CFO, Levi Strauss & Co., Bill Kelley, CFO, TreeHouse Foods, Mark Shifke, CFO, Billtrust Unedited Transcript Hi, everyone this is Jack Sweeney. It’s good to be with you. I […]
552: Making Customer Outcomes Top of Mind | Valerie Burman, CFO, GuideSpark
Had Valerie Burman entered the CFO office a decade ago, you wonder whether the role would be as good a match for the accomplished finance executive as it appears to be today. Back in 2007, after working nearly a decade in M&A as an investment banker, Burman exited a banking career to take on a…
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293: Why Workforce Is Top of Mind | Four CFOs Explore Employee Engagement
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