In this Planning Aces episode, Jack Sweeney and co-host Brett Knowles spotlight three CFOs who are advancing their organizations’ FP&A capabilities through thoughtful AI adoption. CFO Andrea Hecht of CSAA Insurance discusses aligning generative AI with enterprise strategy and efficiency. CFO Matthias Steinberg of MindBridge explores combining machine learning and LLMs in finance workflows. CFO […]
Balancing Growth With Risk Insight | Andrea Hecht, CFO, CSAA Insurance Group
A Finance Strategic Moment Facing rapid premium growth and capital constraints in 2024, Andrea Hecht led CSAA to issue a $500M surplus note—a strategic move that preserved momentum without compromising stability. Acting from a position of strength, the finance team avoided slowing growth and secured capital to support expansion beyond $7.6B in premium. Now Watch […]
1102: Navigating Growth and Risk in a Member-Driven Business | Andrea Hecht, CFO, CSAA Insurance Group
When Andrea Hecht walks into a finance meeting, she’s not preparing for earnings calls or shareholder Q&A. Instead, her focus is inward—on aligning every financial decision with a mission that begins and ends with AAA members. CSAA Insurance Group, where Hecht serves as CFO, operates in 23 states and the District of Columbia. It’s not…
Listen to the Episode Below (0:48:21)
1091: Making Finance the Force Multiplier | Chris Greiner, CFO, Zeta Global
It was a morning commute Chris Greiner had made hundreds of times before. Living in old Shanghai and working in the city’s sleek business district, Greiner’s daily drive to the Jin Mao Tower often stretched well beyond an hour. But on this particular day, his driver told him they’d arrive in just 30 minutes. Puzzled…
Listen to the Episode Below (0:38:50)
Scaling Fast: Inside the Financial Strategy of a High-Growth Company
Inside The Mentoring Round, Brian Hogeland, CFO, Packer Fastener highlights key themes around leveraging technology, data, and intentional planning to drive business growth. He emphasizes the role real-time financial insights have when it comes to streamlining operations, and supporting the alignment of financial and operational metrics. Hogeland also focuses on balancing data-driven decisions with a […]