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 […]
The Mentoring Round | Lawrence Herman, CFO, Dwolla
Inside The Mentoring Round, CFO Lawrence Herman reflects on his experience during the “Bitcoin winter” when he advised against the popular opinion to sell off assets. He advocated for buying more Bitcoin as a strategy to preserve and potentially increase the company’s financial health during a market downturn. At Dwolla, Herman’s priorities include optimizing cash […]