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 […]
Ep 42: From Misaligned Commissions to Unified Goals
In our latest Planning Aces episode, Jack Sweeney teams with performance management guru Brett Knowles to spotlight three finance leaders tackling one of business’s most critical challenges: aligning sales, operations, and finance around a common goal. First, Orion Innovation CFO Cyrus Lam recalls how transparent metrics and well-crafted incentives helped double profit margins by bridging…
Listen to the Episode Below (0:37:52)
Unlocking Customer Insights | Sruthi Lanka, CFO, Public.com
CFO GUEST: Sruthi Lanka of Publico.com