When consultant Steve Player died last week at the age of 64, the business function that he had tormented, ridiculed, and war-hammered for more than two decades stood quivering in the shadows. Still breathing, the beast of a business process known as budgetary control had withstood its most notorious assailant’s heaviest blows—in itself a resounding […]
Experiencing a Planning Inflection Point at Salesforce | Evan Goldstein, CFO, Seismic
CFO GUEST: Evan Goldstein of Seismic EPISODE: #848 The People, the Mission, and the Innovation
811: Satisfying a Cultural Itch With Smart Growth | Jason Keen, CFO, Mills & Nebraska
Among the career milestones that CFOs prefer to highlight for us during our discussions, there’s little question that examples of driving business growth are an ongoing favorite. However, for Jason Keen, who built his finance career inside midsize construction firms, management’s growth goals have always needed to be mindful of a company’s organizational culture. Inside…
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On LOCATION with FP&A Leader Michael Zambetti of National DCP
“Ever worry about the Dunkin supply chain? Here’s some peace of mind. Thanks again to Michael Zambetti, CFA of National DCP, LLC for allowing me to intrude on his afternoon and serve up my questions at Planful Perform 2022 underway at The ARIA in Las Vegas. ” – Jack Sweeney
Ep 11: Getting a Read on the World’s New Realities
Steve and Jack talk about the volatile business environment and what it means for business planning professionals. Featuring commentary and FP&A insights from Planning Aces: CFO Will Johnson of Iterable, CFO Adam Ante of Paycor, CFO Ryan Van Hatten of Prophix and CFO Steve Vintz of Tenable.
790: The Correct Order of Things | Sarah Blanchard, CFO, Udemy
Back in 2014, when Sarah Blanchard became committed to landing her first CFO position, she kept a key criterion in mind: Her future company had to be mission-driven. “I ended up in digital health before anyone really knew what digital health was,” explains Blanchard, who received her first CFO appointment from Omada Health, an early-stage…
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Ep 8: The Move to Better
Steve and Jack discuss how the goal of planning teams and organizations should always be moving beyond the accepted practices or tools to something better. Featuring commentary and FP&A insights from Planning Aces: CFO Bill Zerella of ACV Auctions , CFO Scott Walker of Clarity Software & CFO Michael High of Deep Water Gulf of […]
Ep:7 Increasing the Velocity of Your Flywheel
Steve and Jack are joined by friend of Planning Aces Bryan Lapidus, who is today director of the FP&A Practice for the Association for Financial Professionals (AFP). Bryan discusses 2022 planning priorities, while offering guidance to FP&A teams tasked with helping their organization advance into the new year’s uncertain environment. This episode features commentary and […]
Ep 5: Planning’s Longest Yard
Steve and Jack discuss FP&A’s 100-year march. Featuring commentary and FP&A insights from Planning Aces: CFO Kurt Shintaffer of Apptio, CFO Jim Morgan of CallRail & CFO Daniel O’Shaughnessy of FormLabs.
728: The Courage of Your Convictions | Joe Wolk, CFO, Johnson & Johnson
Joe Wolk was about 5 years into his 23-year career with Johnson & Johnson when he was encouraged to take a manufacturing operations position at a newly acquired J&J company in Vacaville, California. One hot July day, Wolk recalls, he and his wife drove up to Vacaville to visit the plant, where he ended up…
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718: An Appetite for Impact | Sean Mulloy, CFO, Level Ex, Inc.
"Whenever you face setbacks and failures, view these as what they are—an opportunity to learn and grow. While talent and skill are certainly important, the most important skill is resiliency." –CFO Sean Mulloy When asked when he knew that he wanted to become a chief financial officer, Sean Mulloy tells us that he knew from…
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Ep 1: A Cut Above FP&A | Planning Aces
This Episode Features FP&A Insights & Commentary from: Chad Gold, CFO, SalesLoft Maria Manrique, CFO, O’Reilly Media Harmit Singh, CFO, Levi Strauss & Co. Andrew Kenny, CFO, Scoular Unedited Transcript This podcast has been made possible by Prophix software inside the financial planning and analysis realm. Long days often turn into long weeks for finance […]