Seven CFOs reveal how people development and collaboration top their list of planning priorities. Download the eBook
Ep 13: From Euphoria to ‘Uh-oh!
Steve and Jack discuss how pricing strategy has increasingly become top of mind for finance leaders as businesses become more responsive to customer behaviors, and Steve reflects on the virtues of time travel and how by asking finance leaders to reflect on their past experiences we enjoy a front row seat to view those experiences […]
Planning Aces – July Preview | Mike Milotich, CFO, Marqeta
Ep 12: Achieving a More Agile Finance Function | A Planning Aces Episode
Steve and Jack discuss how growing concerns about a possible economic recession are helping fuel CFO aspirations for creating a more agile finance function, and Steve reflects on how different career experiences and backgrounds influence how CFOs lead and make business decisions. Featuring commentary and FP&A insights from Planning Aces: CFO David Barnes of Trimble, […]
Deploying Your FP&A Team | Marc Levine, CFO, Tanium
Finance leader Marc Levine of Tanium discussing the areas of business where Financial Planning and Analysis (FP&A) professionals are currently being deployed at Tanium. As always, our intent is to snare (spotlight) a new metric or measure from Tanium CFO Marc Levine‘s list of top of mind numbers – but along the way Tanium’s finance leader provided us with a taste of […]
805: When the Flywheel Begins to Spin | Chris Greiner, CFO, Zeta Global
It was not long after Chris Greiner became CFO of IBM’s fast-growing Analytics Division that the gravitational pull that IBM had maintained on Greiner’s finance career-building began to give way. While his new divisional CFO title more than validated his 7-year career investment with the company, Greiner—like many divisional finance chiefs—discovered the next rung of…
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On LOCATION with FP&A Leader Michael Zambetti of National DCP
“Ever worry about the Dunkin supply chain? Here’s some peace of mind. Thanks again to Michael Zambetti, CFA of National DCP, LLC for allowing me to intrude on his afternoon and serve up my questions at Planful Perform 2022 underway at The ARIA in Las Vegas. ” – Jack Sweeney
On LOCATION with FP&A Leader Robby LeBourveau of ProMach
ProMach designs, manufactures, and integrates packaging solutions and its success =growth = scaling = planning = one busy Robby LeBourveau (and team)….
Ep 11: Getting a Read on the World’s New Realities
Steve and Jack talk about the volatile business environment and what it means for business planning professionals. Featuring commentary and FP&A insights from Planning Aces: CFO Will Johnson of Iterable, CFO Adam Ante of Paycor, CFO Ryan Van Hatten of Prophix and CFO Steve Vintz of Tenable.
801: The Founder and the Future | Ryan Van Hatten, CFO, Prophix Software
Perhaps few CFO career paths better reveal the advantages a founder-led firm may offer career-minded executives than that of Prophix CFO Ryan Van Hatten. Back in 2016—when the firm's previous CFO exited the company—Prophix's founder and CEO, the late Paul Barber, asked Van Hatten, an 11-year company veteran, to step into the CFO office until…
Listen to the Episode Below (00:52:41)
Ep 10: Getting in Deeper
Steve and Jack discuss how successful financial planning teams are always looking to “get in deeper” and help their organization’s extend their lines of sight. Featuring commentary and FP&A insights from Planning Aces: CFO Adriana Carpenter of Emburse, CFO Kent Kelley of Unanet and CFO Brandon Maultasch of Moloco. Kent Kelley—a 15-year Oracle veteran whose […]
Ep 9: Expecting the Unexpected
Steve and Jack discuss how finance professionals must give more thought to how they communicate “the news” inside their organizations in order to avoid being cast by other functional teams as “the bearer of bad news.” Featuring commentary and FP&A insights from Planning Aces: CFO Russ Porter, CFO, IMA, CFO Nipun Soni of BillionToOne and […]