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964: Leveraging AI to Achieve Durable Growth | Luigi Testa, CFO, LinkSquares

Four years ago, when Luigi Testa first joined LinkSquares as CFO, the Boston-area tech firm employed roughly 40 people. Today, with nearly 400 employees, the company is concerned less with growth and more about achieving a balance between growth and efficiency. To achieve this, LinkSquares management has made automation and AI adoption a priority. According…
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963: How a Biotech Disrupter Is De-risking R&D | Jamey Mock, CFO, Moderna

It's no secret that Moderna's R&D efforts have expanded well beyond the realm of COVID-19. CFO Jamey Mock tells us that today the company has more than 40 drugs in its pipeline, with targets such as respiratory, latent, onocology and rare diseases. As he explains, this diversity means that the biotech innovator is reliant not…
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The Mentoring Round | Brandon Nussey, CFO, Coveo

Inside The Mentoring Round, CFO Brandon Nussey reflects on his ascent to the CFO office at a young age (28 years old), while acknowledging he had to learn how to deliver information confidently and clearly, especially in public market contexts. He emphasizes the importance of being prepared but not scripted, allowing him to be more […]

962: Stay Calm and Carry On | Brandon Nussey, CFO, Coveo

More than any other human quality or characteristic, Brandon Nussey is known for his calm demeanor—or so Coveo’s finance leader tells us near the end of our discussion. It’s an observation that we're not about to refute. After having spent 40 minutes in trying to identify just what it is that sets Nussey apart from…
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Ep 30: Seeding Organizational Ownership

Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss how AI's integration into FP&A is still in early stages, with many teams 'dabbling' in AI rather than regularly employing it. However, its use has been significant, inspiring creativity and improving team performance. This episode's conversation emphasizes how FP&A is not just about financial numbers but…
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The Mentoring Round | Dallas Clement, CFO, Cox Enterprises

Inside The Mentoring Round, one of the more poignant moments of our 2023 Season was when CFO Dallas Clement of Cox Enterprises looked back to 1995 and offered his younger self some advice. Clement said: “Be patient and don’t be so anxious.” He emphasized the importance of patience, particularly in understanding the other person’s position […]

961: Finding Healthier Alternatives and Profits | Greg Robbins, CFO, Odyssey Wellness

Greg Robbins began his career inside the realm of Big Six accounting houses, an experience that he tells us laid the foundation for a career in financial operations and strategy. However, he credits much of his leadership style to his time at Red Bull, where he learned that real development comes from hands-on experiences, insightful…
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960: Understanding What Opportunity Looks Like | Christine Chambers, CFO, PetMeds

Our discussion with Christine Chambers has been going on for only a little more than 5 minutes when she tells us that she remembers sitting on the steps of a London flat years ago while contemplating life’s many twists and turns.   It seems that the accommodation—which she had only recently acquired and unquestionably counted…
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The Mentoring Round | Mark Seidel, CFO, True Anomaly

Inside The Mentoring Round, CFO Mark Seidel explains why he believes his controller and he need to have similar ways of thinking and be aligned on the type of information needed to provide effective insights across the business. He recognizes the controller’s role in ensuring timely and accurate data, considering it a key aspect of […]

959: A CFO Role as Broad as Space Is Wide | Mark Seidel, CFO, True Anomaly

If Mark Seidel had told us that he had spent many of his high school evenings peering through a telescope at the stars, we would have likely believed him. However, Seidel—CFO of space security start-up True Anomaly—swiftly short circuits the familiar narrative of a space-loving youth. Instead, he draws our attention to his early entrepreneurial…
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The Mentoring Round | Aina Konold, CFO, BowFlex

The Mentoring Round, CFO Aina Konold tells finance leaders to remember Self-Care is Not Selfish: CFO Konold believes that taking time off for oneself, be it a massage or a pedicure, is not just beneficial for you but also for your team. It’s a gentle reminder that downtime is essential and can lead to creative […]