In Episode 47 of Planning Aces, Jack Sweeney and resident thought leader Brett Knowles explore the evolving role of FP&A through the lens of three forward-looking CFOs. Dan Zhang (ClickUp), John Rettig (Bill), and Josh Schauer (insightsoftware) share how they’re driving enterprise agility, leveraging AI to eliminate inefficiencies, and rethinking capital allocation. From Zhang’s battle […]
Earning Your Seat at the Strategy Table | Naeem Ishaq, CFO, Checkr
A Finance Strategic Moment During his first Salesforce meeting with the Chief Product Officer, Naeem Ishaq pitched new pricing ideas without solid data. Sent away to “figure out the (numbers) first,” he refined the fundamentals, persevered, and ultimately earned a trusted seat at the strategy table—opening doors for bigger initiatives and long-term growth. Now Watch […]