What's Rarely Measured Matters Most
Rowe’s strategic moment came when he recognized Workday needed to lean harder into AI—both organically and through acquisitions. Instead of defaulting to cost cuts, he shifted focus to targeted investment, partnering across teams to identify the highest-return opportunities. The result: a smarter, faster AI strategy designed to outpace competitors and deliver long-term shareholder value. [ssp-player] […]
Kiavi’s pivot revealed two distinct customer segments—first-timers and high-volume professionals. Michael Bourque helped steer the company toward redesigning acquisition, service, and experience around each group using disciplined unit-economics. When the business remained unprofitable, he supported the move of operations from costly San Francisco to Pittsburgh. Now Watch the Complete Episode Featuring CFO Michael Bourque of […]
In this Planning Aces episode, Jack Sweeney and thought leader Brett Knowles explore FP&A lessons from three CFOs tackling AI’s promise and limits. Craig Foster (Pax8) sees AI as an efficiency engine, projecting “20% more with 20% less” via agentic tools across functions and for SMBs. David Obstler (Datadog) outlines monetization—AI-native demand, LLM-powered products, and […]
Within 72 hours of becoming CFO at Elance, Steve Sutter uncovered that thousands of customer account balances were commingled with corporate cash—an oversight with serious compliance risk. He immediately convened the board, secured nearly $20 million to correct the issue, and implemented proper segregation—restoring financial integrity and safeguarding the company’s future transactions. Now Watch the […]
Beth Gaspich recalls ringing the NYSE bell in 2008 as RiskMetrics went public amid extreme market volatility. After months of S-1 prep and roadshows, the decision to proceed came “down to the wire.” Executing successfully proved the value of preparation, decisive timing, and clear investor storytelling in uncertain markets. Now Watch our Complete Episode Featuring […]
Jim Rogers applied lessons from Groupon’s rapid growth by steering Tempus toward disciplined expansion. He prioritized oncology as the core focus, deferring broader disease or international moves until sustainable, long-term growth could be assured—ensuring strategy aligned with impact without disrupting day-to-day operations. Now Watch the Complete Episode Featuring CFO Jim Rogers of Tempus AI Jim […]
