In her first CFO role, Amanda Whalen revamped cost accounting, restructured sales incentives, and overhauled P&L reporting—driving a 10% profit increase in one year. The experience revealed finance’s power to align teams, influence decisions, and shape business outcomes—ultimately convincing her to pursue finance leadership as her long-term path. [ssp-player] Now Watch our Complete Episode Featuring […]
46: From Flailing to AI Forward Motion
In this Planning Aces episode, Jack Sweeney and co-host Brett Knowles spotlight three CFOs who are advancing their organizations’ FP&A capabilities through thoughtful AI adoption. CFO Andrea Hecht of CSAA Insurance discusses aligning generative AI with enterprise strategy and efficiency. CFO Matthias Steinberg of MindBridge explores combining machine learning and LLMs in finance workflows. CFO […]
1110: When Leadership Mattered | Amanda Whalen, CFO, Klaviyo
Ep 42: From Misaligned Commissions to Unified Goals
How CFO Cyrus Lam Transformed Profit Margins and Aligned Teams for Success
Inside The Mentoring Round, CFO Cyrus Lam of Orion Innovation, shares a compelling finance strategic moment that transformed business outcomes. Lam explains how aligning sales and delivery teams through transparent metrics and shared goals doubled profit margins in one business line. He also discusses empowering his team, implementing systems for seamless operations, and fostering a […]
731: When It’s All Systems Go | Vicki Dudley, CFO, TTX Company
730: Facing Your Transformation Year | Charles Freund, CFO, FLEETCOR
725: Pivot Toward the Future | Mike Dodson, CFO, Quantum
721: Every Transformation Begins with Listening | Melissa Ballenger, CFO, Mosaic
702: Making Relationships Matter | Andrew Kenny, CFO, Scoular
Four Priorities to Redefine Finance
SUMMARY There’s long been little question that the CFO role is expanding, but just how a finance leader should allocate their time to address their far-flung responsibilities has remained every CFO’s quandary. Now a new study from Workday boldly sheds light on four priority areas that hyper-occupied CFOs should keep in mind if they want […]
How Finance Talent Reenergized a Market Leader
When a CFO is tasked with transforming a finance team, it’s the type of opportunity that may come along only once or twice in a finance leader’s career. For Carol Lowe, CFO, Sealed Air Corp., it was a lot of hard work and “a tremendous amount of fun” because, as she explains, “There’s nothing like […]