A Finance Strategic Moment One week into a CFO post, Munson was air‑dropped into a foreign audit room and told to fix a complex tax exposure outside her expertise. She mobilized auditors, tapped her network, and resolved it quickly. The baptism fortified her “learn‑fast, call‑everyone” playbook, sharpening courage and pattern recognition for future unknowns. Now […]
Tech Media Firms Kickstart Automation Journey With AI Business-Ready ERP
DOWNLOAD REPORT Exclusive Findings: Ninety-five percent (95%) of tech and media firms report better decision-making process after running AI-supported ERP. Sixty-three percent (63%) of tech and media firms are considered AI All-In or AI Intense as they develop more AI products, buy AI assets, and hire AI experts in droves. These are among the key […]
Unlocking Customer Insights | Sruthi Lanka, CFO, Public.com
CFO GUEST: Sruthi Lanka of Publico.com
833: Keeping the House in Order | Aaron Hartwig, CFO, Edgewood Companies
Turn back the clock to the mid-1990s, and Aaron Hartwig is standing behind the front desk of a Las Vegas hotel, checking in guests and welcoming them to the always spirited city. “I always loved hospitality—I love the idea of having people come to your property to enjoy themselves,” reports Hartwig, who first landed in…
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When Scaling Is Top-of-Mind | Kate Bueker, CFO, HubSpot
CFO Guest: Kate Bueker, HupSpot Episode: #832 Achieving a Holistic View
794: The Customer’s Many Experiences | Will Johnson, CFO, Iterable
Will Johnson can still hear the question that momentarily muted a management dinner and prodded the gathering’s executive diners to thoughtfully dispatch an answer. “'If you weren’t in your current role, which one—held by a peer at this table—would you assume?,'” recalls Johnson, echoing the inquisitor’s words. “There were some really surprising answers,” he…
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762: In Step with the Digital Beat | Tania Secor, CFO, R/GA
When CFO Tania Secor looks back at the early years of her finance career, she can’t help but revisit her decision to accept a position with the McGraw-Hill Companies. For a half-dozen years, Secor had been entrenched in the private equity world, advising portfolio companies on different growth strategies and helping to complete the acquisition…
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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.
748: Keeping the Bees Busy | Shana Rowlette, CFO, Mann Lake Bee & Ag Supply
Minnesota-based Mann Lake Ltd. is a leader in the beekeeping industry, serving commercial beekeeping businesses and backyard hobbyists alike. The company specializes in quality manufacturing, innovation, customer service, and global ESG (environmental, social, governance) matters. “Bees pollinate one in every three bites of food that humans consume,” Mann Lake CFO Shana Rowlette explains. “Colony collapse…
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Ep 4: When FP&A Becomes a Business Function
Steve & Jack discuss planning’s crunch time in the 4th quarter and the operationalization of FP&A inside different business functions. Featuring FP&A Insights & Commentary from Planning Aces: Sameer Ralhan, CFO, The Chemours Company, Chris Kuehn, CFO, Trane Technologies, Laurence Capone, CFO, Pipedrive. Akash Palkhiwala, CFO Qualcomm. Steve’s Upcoming Webinar: Drive results with agile corporate planning
740: Illuminating the Home of the Future with a Brand from the Past | Roy Simmons, CFO, GE Lighting
"Think about the long term. Think about the 5-year initiatives and not just what might need to be tweaked or adjusted. Not that there aren't items that will fall into that bucket, but give yourself the free rein as CFO to practice a bit of white space thinking for the long-term horizon." –Roy Simmons, CFO,…
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Ep 3: Making Your Next FP&A Hire
Steve & Jack talk FP&A hiring and the challenges related to connecting people spread across an organization. Featuring FP&A insights & commentary from Planning Aces: Ian Charles, CFO, Flexe, Beth Clymer, CFO, Job Case, Mark Shifke, CFO, Billtrust, Mike Rasic, CFO, Synapse. Unedited Transcript Speaker 1:Hi, it’s Jack Sweeney, and I’m here with Steve player. […]