The Source for CFO Thought Leadership

metrics

1,034: From Earnings Growth to Long-Term Success: A CFO’s Strategic Shift | Deanna Strable, COO & president (CFO emerita), Principal Financial Group

When Deanna Strable was approached to take on the role of CFO at Principal Financial Group, she was taken by surprise. Having spent most of her 30-year career in leading business units rather than focusing on finance, Strable initially questioned whether she was the right fit for a position traditionally held by financial experts. “Ultimately,"…
Listen to the Episode Below (0:47:46)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1,020: A Savvy Investor Cracks the Operator’s Code | Seth Wunder, CFO, Acorns

At a recent executive team dinner, several Acorns executives were reminiscing about their childhood professional aspirations. While many had had career dreams that had lost their luster—to be an astronaut and such—Seth Wunder shared that his early focus on the world of investing was not only unwavering but also formative. "I grew up in a…
Listen to the Episode Below (0:46:08)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

Ep 37: Navigating Communication Challenges

This episode Jack an Brett discuss the commentary of the three Planning Aces, CFO Sandeep Aujla from Intuit, CFO Shelagh Glaser from Synopsys, and CFO Seth Wunder from Acorns. Each Planning Ace highlights their distinct approaches to strategic finance, organizational structure, communication, and business growth. Interestingly, while all three CFOs highlight the importance of strategic…
Listen to the Episode Below (0:51:12)
1x
0:00
0:51:12
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

1,003: Beyond Borders—Navigating an International Career | Robert Cornella, CFO, RNDC

Robert Cornella's path to the CFO office at Republic National Distributing Company (RNDC) wasn't meticulously planned; it was shaped by pivotal moments and unexpected opportunities. A significant milestone arrived with his appointment as CFO of Coca-Cola Germany, a defining chapter in his career. Before his tenure in Germany, Cornella had already achieved several notable accomplishments.…
Listen to the Episode Below (0:52:33)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

The Mentoring Round | Jason Godley, CFO, Xactly

Inside The Mentoring Round, CFO Jason Godley emphasizes the importance of identifying and focusing on a few critical KPIs that can significantly influence the business’s trajectory. CFO Godley aims to transform CFO-speak into actionable insights that resonate with various stakeholders within the company, thereby making financial goals and achievements relevant and comprehensible across all levels […]

996: Cultivating a CFO’s Toolkit | Aaron Levine, CFO, Prophix

From his early days in auditing at PwC to his current role as CFO at Prophix, Aaron Levine has had a career that has closely tracked the evolving nature of the financial leadership role. His journey has been marked by a series of strategic transitions and expansions of his skill set that illustrate the broadening…
Listen to the Episode Below (0:36:10)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

The Mentoring Round | Dan Murphy, CFO, Commercetools

Inside The Mentoring Round, CFO Dan Murphy emphasizes the importance of understanding the underlying factors behind key metrics such as net dollar retention. This involves analyzing why certain customers are buying more and why others aren’t, which can reveal insights into product or service improvements.Looking ahead, his priorities include maintaining rigorous execution, structuring the organization […]

993: Building Resilient Careers: Lessons From an Expat CFO | Hilary Norris, CFO, GTreasury

A little more than 15 years ago, Hilary Norris had landed her "dream job" at a tech company in sunny California—a perfect alignment of her professional goals and personal life. However, the idyllic scenario was disrupted when the company was acquired, a common turning point that often spells uncertainty for existing executives. Facing a potential…
Listen to the Episode Below (0:56:36)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

A CFO Helps Cardinal Health Find Its Value-Creation Groove

This story originally appeared on Forbes.com Back in August 2022, when Cardinal Health, Inc.’s finance chief, Jason Hollar, succeeded CEO Mike Kaufmann as the healthcare giant’s top executive, among the immediate challenges facing new CEO Hollar was filling the company’s CFO vacancy. At the time, an activist investor with an eye toward management change had […]

The Mentoring Round | Aaron Alt, CFO, Cardinal Health

Inside The Mentoring Round, CFO Aaron Alt highlights Cardinal Health’s ongoing comprehensive review of its business portfolio, involving an assessment of healthcare trends, competitive strengths, and economic forecasts to determine the best ownership of assets. This process has led to strategic decisions about retaining, investing in, and potentially divesting certain business units to maximize shareholder […]

974: Crafting Strategy in a Data-Driven World | Eric Jenny, CFO, SOCi

It's the type of story that we can't resist repeating, and one that without question underscores Eric Jenny's entrepreneurial spirit. Still, the entertainment value of his tale of zapping wasp nests with a homemade rubber band gun for a dollar a pop was at risk of eclipsing the more traditional milestones that populate a career…
Listen to the Episode Below (0:44:16)
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn

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…
Listen to the Episode Below (0:37:30)
1x
0:00
0:37:30
Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyWhere to ListenSurveyLinkedInLinkedIn