The Source for CFO Thought Leadership

finance

Ep 37: Navigating Communication Challenges

This episode Jack an Brett discuss the commentary of the three Planning Aces, CFO Sandeep Aujla from Intuit, CFO Shelagh Glaser from Synopsys, and CFO Seth Wunder from Acorns. Each Planning Ace highlights their distinct approaches to strategic finance, organizational structure, communication, and business growth. Interestingly, while all three CFOs highlight the importance of strategic…
Listen to the Episode Below (0:51:12)
1x
0:00
0:51:12
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

1,019: The Rewards of Making an Early Exit | Josh Schenker, CFO, Aditude, Inc.

Josh Schenker may well be the only CFO we've interviewed who claims to have dropped out of high school—which he actually did, sort of. In order to accelerate his academic ascendance, Schenker passed the General Educational Development (GED) test, which in turn allowed him to enroll at college ahead of schedule. "I never received a…
Listen to the Episode Below (0:42:53)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

1,018: From Complexity to Clarity: Simplifying Business Segments for Investor Insight | Shelagh Glaser, CFO, Synopsys

When asked to share a single career chapter that has influenced her strategic mind-set as a finance leader, Synopsys CFO Shelagh Glaser knew exactly what to cite. She described a period that had unfolded during her 29 years at Intel Corp., when—seemingly overnight—consumer appetite for tablets had begun to upend Intel's enduring PC chips business.…
Listen to the Episode Below (0:55:03)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

An Entrepreneur Leverages AI to Revolutionize Finance Operations | Tal Kirschenbaum, Co-Founder & CEO, Ledge

In this special Trouble Shooter episode of CFO Thought Leader, we speak with Tal Kirschenbaum, CEO and founder of Ledge. Together, we delve into his career journey and the foresight that led him to identify a significant opportunity in finance automation. Tal’s path, starting from his finance education at the University of Chicago and Tel […]

The Mentoring Round | Eric Emans, CFO, Nintex

Inside the Mentoring Round, CFO Eric Emans emphasizes the importance of overcoming the fear of failure early in one’s career, as learning often comes from making mistakes. He fosters an expectation-based culture where finance professionals are encouraged to engage with the business, challenge assumptions, and drive insights. Emans believes this approach distinguishes great organizations from […]

1,017: Two Hands, One Vision: A Balanced Approach to Finance | Eric Emans, CFO, Nintex

Eric Emans, CFO of Nintex, tells us that his career has been built upon learning from mistakes and driving an expectations-based culture in finance: "I see the fear of failure as being so detrimental to so many people early in their career. In their mind, failing is often outsized, but most of the time, the…
Listen to the Episode Below (0:42:28)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

The Mentoring Round | Sandeep Aujla, CFO, Intuit

Inside the Mentoring Round, CFO Sandeep Aujla explains why his eight-year investment at Intuit was driven by the continuous learning opportunities and professional growth the company offered. Although he could have become a CFO sooner elsewhere, Aujla tells us chose to stay at Intuit to deepen his expertise, gain more diverse experience to better prepare […]

1,016: When Career Years Are Investment Years | Sandeep Aujla, CFO, Intuit

By the time Sandeep Aujla arrived at Intuit in 2015, he had already invested 7 career-building years as a senior finance executive at Visa, so his path to the CFO office was presumably getting shorter and shorter. Still, it would be another 8 years before he would be appointed Intuit CFO. While there's little question…
Listen to the Episode Below (0:46:00)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

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 RSSSpotifySurveyLinkedInYouTube

1,014: Passion and Purpose: Building a Vibrant Finance Culture | Karen Williams, CFO, American Express Global Business Travel

Karen Williams's journey to becoming a successful CFO began with a crucial lesson learned early in her career at the UK headquarters of candy giant Mars. As a young professional, she tells us, she had failed to grasp the importance of relationship-building and expressing her passion for the business. At times, this void had kept…
Listen to the Episode Below (0:46:41)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube

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 RSSSpotifySurveyLinkedInYouTube

1,013: The Curious CFO: Crafting the Future of Space | Muhammad Shahzad, CFO, Relativity Space

Mo Shahzad is not one for trivial conversations. At Relativity Space, he’s known for a deep curiosity that is often manifested by his engagement with team members in discussions about their interests and passions. This intellectual curiosity is not just a personal trait—it’s a vital tool toward empowering his role as CFO. Shahzad's ability to…
Listen to the Episode Below (0:49:56)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifySurveyLinkedInYouTube