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1,028: Shaping Finance Operations to Support Global Growth | Clemente Cohen, CFO, PG Forsta

Clemente Cohen’s finance career began in the early 1990s inside the Munich offices of Silicon Graphics, approximately 6,500 miles from the Silicon Valley company’s headquarters and some 7,500 miles from his birthplace in Argentina. This transcontinental start marked the beginning of a career defined by global problem-solving, adaptability, and generous helpings of M&A experience. Cohen,…
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999: A Bias for Action | Jason Godley, CFO, Xactly

On a remote Wyoming cattle ranch, young Jason Godley faced a dire situation: The baler attached to his tractor had suddenly caught fire. Alone, with no immediate help and devoid of modern conveniences like a cell phones 12-year-old Godley had to think quickly and act decisively. His decision to drive to a neighbor’s house to…
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Ep 34: From Rearview to Road Ahead 

On our latest episode  three forward looking Planning Aces shared deep insights into optimizing financial performance. The conversation highlighted the significance of predictive metrics and proactive financial planning, with a strong focus on leading indicators to guide business strategies. Detailed exploration of operational efficiencies, particularly in sales and marketing, was discussed as a method to improve…
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977: Unlocking Rep Performance for Sales Success in Tech | David Freeman, CFO, Starburst

Joining Intel Corp. in 1999 as a recent college graduate, David Freeman began his finance career as part of the tech giant’s plus-size finance team that supported various business groups. Looking back, Freeman finds that few aspects of the tech giant’s business were more influential in shaping his early career years than the company’s direct…
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Ep 32: Operating IN and ON the Business

Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss the strategic efforts of two CFOs leading organizational turnarounds, and a third CFO, who offers key organizational insights from an earlier career chapter. Emphasizing simplification, strategic focus, and leveraging both human insight and technology, Marc Suidan of The Beachbody Company, Emma Brown of Medius and David…
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The Path to Unlocking Gross Margin Points | Dayton Kellenberger, CFO, Vendavo

CFO GUEST: Dayton Kellenberger, CFO, Vendavo  Kellenberger: I think there’s a couple that that come to mind. I mean, I think the first piece is overarchingly. We want to make sure that we’re focusing the business on the key metrics that matter. And so we shifted how we do our monthly business unit reviews. So […]

Ep 21: When Sales is at the Table

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. The hosts also discuss the role of finance in enabling…
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234: When Your Career Spans Worlds, Martin Slusarz, CFO, iQuanti

With a career fueled by the ambitions of both large and small firms, Marty Slusarz knows well the financial inner workings of both worlds. Join us when the CFO of digital marketing company iQuanti recounts the unique finance career experiences that helped prepare him for a CFO role. Marty's Site
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229: Identifying Your Cost and Revenue Drivers, Joe Consul, CFO, Xactly

Join us when Joe Consul, CFO, Xactly explains how employees are the firm's greatest drivers of both cost and growth and why culture is essential for achieving the correct balance between the two.   Joe's Site
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