The Source for CFO Thought Leadership

FP&A

703: Driving Future Performance | Harmit Singh, CFO, Levi Strauss & Co.

When it comes time for Harmit Singh to brief Levi Strauss & Co.’s management team regarding the latest performance results, Levi’s CFO will often share a briefing document that features a front page bearing the heading “What’s Working and What’s Not.” “It’s more difficult to understand what’s not working, and it’s the ‘What’s not’ that…
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688: Ready for Takeoff | Kevin Ingram, CFO, FM Global

Back in 2014, when FM Global wanted to entice finance executive Kevin Ingram to move back to the U.S. from England, the UK finance director was offered a position that no one at the company had ever heard of before.    “My CEO came to me and said, ‘It’s called Senior Vice President of Corporate…
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Growth-Minded CFOs Weigh The Costs Of Forecasting Rigor

This article was originally published on Forbes.com Thinking back to his investment banking days at Deutsche Bank, Brad Kinnish recalls having had a number of awkward conversations with corporate CFOs about their finance teams’ forecasting rigor. Kinnish, who stepped into a CFO role at Aryaka Networks in early 2020, no doubt finds himself replaying these […]

671: Why the Best-Laid Plans Are Continuous | Shane Hansen, CFO, Planful

It was a meeting that Planful CFO Shane Hansen tells us he was not looking forward to. The SaaS developer’s FP&A team had discovered a “fairly large” forecasting error, and Hansen deemed it necessary to brief Planful CEO Grant Halloran on the matter. So, as planning teams are apt to do, Planful’s FP&A crew performed…
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605: When Finance Sings a New Tune | John Cappadona, CFO, School of Rock

Unlike the music artists and instructors recruited by School of Rock to provide music lessons at its 270 locations around the globe, John Cappadona was first hired by the firm to provide a crash course in accounting. “The day I joined, my controller and I walked through the door together not knowing anything,” explains Cappadona,…
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582: Fortifying Your FP&A Footing | Robert Richards, CFO, Centauri

Recalling a meeting that took place years ago at an industry conference, CFO Robert Richards remembers that the East Coast sales executive’s face suddenly dropped. At the time, Richards was more or less his company’s de facto CFO after the company’s finance leader had departed in the wake of the firm defaulting on certain loans.…
Listen to the Episode Below (00:56:12)
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AFTERPOD: Putting a Fine Point on FP&A | An Interview with Grant Halloran, CEO, Planful

(A shortened version of this interview was originally released on CFOTL Episode #564. The following transcript is an edited version of the extended Interview.) CFOTL: We’re happy to catch up with our guest Grant Halloran this week. Grant is a course CEO of Host Analytics, which this week is rebranding as Planful. Now when a […]

543: Whetting Your Firm’s FP&A Appetite | Paul Willson, CFO, Compeat

After years of careful finance career–building within the healthcare sector, Paul Willson came upon an opportunity inside Austin’s energetic technology start-up community that he found hard to resist. Becoming employee number 23, he was immediately dubbed “the finance guy”—a label that he would wear for only 5 days before the ambitious start-up announced that it…
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“Putting the ‘A’ Back in FP&A” – Steve Barrios, SVP FP&A, Prologis | Perform 2019

Hello, we’re speaking with Steve Barrios, senior vice president, global FP&A for Prologis. QUESTION: Steve, over the next 12 months, what are your priorities as an FP&A leader? BARRIOS: So to give some context: Prologis is the world’s leading global industrial owner, operator, developer, and acquirer of warehouses. Our biggest tenant is Amazon. So you […]

“Being There – When the Decisions Are Being Made” – Glenn Synder, VP, Corporate FP&A, Digital Realty | Perform 2019

Hi, it’s Jack Sweeney and we’re attending Perform 2019 Host Analytics Annual Conference. We’re speaking with Glenn Snyder, vice president of corporate FP&A, for Digital Realty. QUESTION: Glenn, what are your priorities as an FP&A leader over the next 12 months? SNYDER: Well, Digital Realty is an S&P 500 company that’s in 12 different countries, […]

“Exposing the Process so Others Can Follow” – Israel Askew, CFO, Emission Monitoring | 2019 Perform

Hello, we’re attending Perform 2019 Host Analytics Annual Conference and we’re speaking with Israel Askew, CFO of Emissions Monitoring. QUESTION: Israel as Emissions Monitoring climbs the ranks of middle market companies, we’d be interested in discovering how your role is changing and how your priorities are changing and let’s just look into the future, maybe […]

483: Making FP&A a Road Map for the Business | Glynis Bryan, CFO, Insight Enterprises, Inc.

There was a time when Glynis Bryan imagined herself someday retiring from Ryder System, Inc.—a company she entered as an intern and would later exit as a senior vice president. Along the way, she credits the transportation logistics giant with having exposed her to complex M&A transactions and innovative capital structures—two areas that she believes…
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