Seven CFOs reveal how people development and collaboration top their list of planning priorities. Download the eBook
Ep 13: From Euphoria to ‘Uh-oh!
Steve and Jack discuss how pricing strategy has increasingly become top of mind for finance leaders as businesses become more responsive to customer behaviors, and Steve reflects on the virtues of time travel and how by asking finance leaders to reflect on their past experiences we enjoy a front row seat to view those experiences […]
Planning Aces – July Preview | Mike Milotich, CFO, Marqeta
816: Moving to a Multiyear Mind-set | Mike Milotich, CFO, Marqeta
It was the type of assignment that Mike Milotich had been awaiting for most of his career. An innovative product team at American Express had just launched a promising new offering, and Milotich had been assigned to the group to help “optimize its day-to-day decision making”. “I arrived when it had been live for only…
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Deploying Your FP&A Team | Marc Levine, CFO, Tanium
Finance leader Marc Levine of Tanium discussing the areas of business where Financial Planning and Analysis (FP&A) professionals are currently being deployed at Tanium. As always, our intent is to snare (spotlight) a new metric or measure from Tanium CFO Marc Levine‘s list of top of mind numbers – but along the way Tanium’s finance leader provided us with a taste of […]
On LOCATION with FP&A Leader Robby LeBourveau of ProMach
ProMach designs, manufactures, and integrates packaging solutions and its success =growth = scaling = planning = one busy Robby LeBourveau (and team)….
Ep 10: Getting in Deeper
Steve and Jack discuss how successful financial planning teams are always looking to “get in deeper” and help their organization’s extend their lines of sight. Featuring commentary and FP&A insights from Planning Aces: CFO Adriana Carpenter of Emburse, CFO Kent Kelley of Unanet and CFO Brandon Maultasch of Moloco. Kent Kelley—a 15-year Oracle veteran whose […]
Ep 9: Expecting the Unexpected
Steve and Jack discuss how finance professionals must give more thought to how they communicate “the news” inside their organizations in order to avoid being cast by other functional teams as “the bearer of bad news.” Featuring commentary and FP&A insights from Planning Aces: CFO Russ Porter, CFO, IMA, CFO Nipun Soni of BillionToOne and […]
778: Finance: Not a Function but a Profession | Russ Porter, CFO, IMA
Looking back on the 28 years that he spent inside IBM’s finance function, Russ Porter notes that his career climb paralleled the evolution of FP&A inside the giant technology provider. Turn back the clock to the early to mid-1990s and, Porter tells us, many of IBM’s FP&A professionals were more or less serving as budget…
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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 […]
768: How Real-Time Data Is Changing the Performance Conversation | Michael High, CFO, Deep Water Gulf of Mexico, Shell
Back in 2012, when Michael High was heading up corporate planning across 30 countries for Shell, the energy company’s CFO made it known that it was time for Shell’s business leaders to reconsider their ritual of renegotiating annual business targets. To that end, Shell’s finance leader let it be known that the business units could…
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