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778: Finance: Not a Function but a Profession | Russ Porter, CFO, IMA

Looking back on the 28 years that he spent inside IBM’s finance function, Russ Porter notes that his career climb paralleled the evolution of FP&A inside the giant technology provider. Turn back the clock to the early to mid-1990s and, Porter tells us, many of IBM’s FP&A professionals were more or less serving as budget…
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Ep:7 Increasing the Velocity of Your Flywheel

Steve and Jack are joined by friend of Planning Aces Bryan Lapidus, who is today director of the FP&A Practice for the Association for Financial Professionals (AFP). Bryan discusses 2022 planning priorities, while offering guidance to FP&A teams tasked with helping their organization advance into the new year’s uncertain environment. This episode features commentary and […]

768: How Real-Time Data Is Changing the Performance Conversation | Michael High, CFO, Deep Water Gulf of Mexico, Shell

Back in 2012, when Michael High was heading up corporate planning across 30 countries for Shell, the energy company’s CFO made it known that it was time for Shell’s business leaders to reconsider their ritual of renegotiating annual business targets. To that end, Shell’s finance leader let it be known that the business units could…
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759: The Making of a Milestone Year | Dave Bernhardt, CFO, SentinelOne

"Success is certain if you surround yourself with great leaders, operators, and teammates … and work harder than them." –Dave Bernhardt, CFO, SentinelOne How should a textbook rental company respond when it discovers that Amazon has just introduced offerings that will make the giant retailer its newest and biggest competitor?   If it’s 2013 and…
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Ep 4: When FP&A Becomes a Business Function

Steve & Jack discuss planning’s crunch time in the 4th quarter and the operationalization of FP&A inside different business functions. Featuring FP&A Insights & Commentary from Planning Aces: Sameer Ralhan, CFO, The Chemours Company, Chris Kuehn, CFO, Trane Technologies,  Laurence Capone, CFO, Pipedrive. Akash Palkhiwala, CFO Qualcomm. Steve’s Upcoming Webinar: Drive results with agile corporate planning

740: Illuminating the Home of the Future with a Brand from the Past | Roy Simmons, CFO, GE Lighting

"Think about the long term. Think about the 5-year initiatives and not just what might need to be tweaked or adjusted. Not that there aren't items that will fall into that bucket, but give yourself the free rein as CFO to practice a bit of white space thinking for the long-term horizon." –Roy Simmons, CFO,…
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ON LOCATION with Planful CEO Grant Halloran and Trintech President Darren Heffernan

Eighteen months after COVID microbes first began marching across the 50 states, business planning software developers have no shortage of business case examples to better expose the relevancy of their offerings.  Still, not every customer door that swings open leads to an avenue for success, according to Grant Halloran, CEO of FP&A developer Planful of…
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Ep 3: Making Your Next FP&A Hire

Steve & Jack talk FP&A hiring and the challenges related to connecting people spread across an organization. Featuring FP&A insights & commentary from Planning Aces: Ian Charles, CFO, Flexe, Beth Clymer, CFO, Job Case,  Mark Shifke, CFO, Billtrust, Mike Rasic, CFO, Synapse. Unedited Transcript Speaker 1:Hi, it’s Jack Sweeney, and I’m here with Steve player. […]

730: Facing Your Transformation Year | Charles Freund, CFO, FLEETCOR

"Don't sweat the small stuff ... AFTER confirming that it's small." –CFO Charles Freund When Charles Freund was named CFO of FLEETCOR in 2020 – his arrival in the c-suite became the latest chapter of a varied and lengthy career journey that paralleled the rise of the $2.6 billion fintech.   Accepting a position in…
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Ep 2: Evolving Your Metrics, Wall Street’s Point of View

Steve and Jack discuss how FP&A functions vary in size and mission, private vs public metrics, “decomposing” your metrics.  Featuring FP&A Insights & Commentary from Planning Aces Ross Tennenbaum, CFO, Avalara, Waifa Chau, CFO, Nylas Brad Kinnish, CFO, Aryaka. Unedited Transcript Speaker 0 (0s): Hi, it’s Jack. And I’m here with Steve Player. Steve, you […]