Ep 38: Strategic Relationship Building in FP&A
In this episode of Planning Aces, Jack Sweeney and Brett Knowles discuss the evolving role of FP&A professionals, emphasizing the importance of relationship-building and strategic collaboration within organizations. As summer ends and fall approaches, Brett predicts a surge in business activity, particularly as companies rush to meet year-end objectives. The conversation highlights the decline in […]
1,029: A Unique Advantage: When CEO Experience Informs CFO Leadership | Matt Steinfort, CFO, DigitalOcean
1,026: Partnering for Growth in the Age of AI | Kabir Ahmed Shakir, CFO, Tata Communications
The Mentoring Round | Todd Patriacca, CFO, BVI Medical
Inside The Mentoring Round CFO Todd Patriacca emphasizes the strategic implementation of technology automation, focusing on areas that enhance efficiency and reduce internal costs. He advocates for leveraging automation to handle routine tasks, allowing teams to concentrate on strategic exceptions. Todd also champions Lean methodology, applying its principles of continuous improvement and waste elimination to […]
Ep 37: Navigating Communication Challenges
The Mentoring Round | Eric Emans, CFO, Nintex
Inside the Mentoring Round, CFO Eric Emans emphasizes the importance of overcoming the fear of failure early in one’s career, as learning often comes from making mistakes. He fosters an expectation-based culture where finance professionals are encouraged to engage with the business, challenge assumptions, and drive insights. Emans believes this approach distinguishes great organizations from […]
The Mentoring Round | Sandeep Aujla, CFO, Intuit
Inside the Mentoring Round, CFO Sandeep Aujla explains why his eight-year investment at Intuit was driven by the continuous learning opportunities and professional growth the company offered. Although he could have become a CFO sooner elsewhere, Aujla tells us chose to stay at Intuit to deepen his expertise, gain more diverse experience to better prepare […]
1,016: When Career Years Are Investment Years | Sandeep Aujla, CFO, Intuit
1,014: Passion and Purpose: Building a Vibrant Finance Culture | Karen Williams, CFO, American Express Global Business Travel
Ep 36: Standardize, Streamline & Scale
The Mentoring Round | Carol Lee, CFO, LogicMonitor
` Inside The Mentoring Round, CFO Carol Lee of LogicMonitor discusses the key lessons that can be learned from the buy-side and sell-side of M&A, why financial planning must be your organization’s numerical roadmap, and the strategic advantages AI is bringing to financial analysis and customer interactions.