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scenario planning

Ep. 44: Built for Turbulence: Finance Planning in Motion

This Planning Aces episode we explore how finance leaders navigate volatility without drifting into political cross‑currents like tariffs. Prologis CFO Tim Arndt explains why e‑commerce triples warehouse demand and how real‑estate strategies must adapt. Genworth CFO Jerome Upton shows how disciplined leverage and balanced product exposure turn rate uncertainty into opportunity while guarding against inflationary claim spikes. Flexport…
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 From Black Box to Control Tower

A former customer turned advocate, Stuart Leung joined Flexport when it was still a fast-growing startup lacking formal finance structures. In just a few months as CFO, he oversaw a thorough margin-improvement effort involving 15 “big rock” initiatives, uniting cross-functional teams to boost efficiency and profitability. He now focuses on AI-based automation, using new technology […]

1078: From Black Box to Control Tower | Stuart Leung, CFO, Flexport

Stuart Leung had occupied the CFO office at Flexport for only a few months when he realized the supply chain management company’s growing margin pressures stemmed not from a single root cause but from many. From pricing misalignment to invoice errors, Leung had compiled a lengthy list of snags. Along the way, he began empowering…
Listen to the Episode Below (0:56:29)
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1059: Future-Proofing Finance: Essential CFO Priorities for 2025 | Eliran Glazer, CFO, Monday.com

Monday.com CFO Eliran Glazer highlights three vital priorities for 2025. First, he stresses that long-term efficiency must guide strategy. Instead of focusing solely on near-term investor demands, CFOs must structure financial planning like a marathon—mapping out sustainable growth through transparent scenario planning that accounts for macro uncertainties. Second, Glazer emphasized that CFOs need to become…
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Five Ways Middle Market CFOs Can Make Sound Financial Decisions | Bill Fink, EVP & Head U.S. Middle Market Banking, TD Bank

This transcript has been machine generated CFOTL:Hello, we’re pleased to catch up with Bill Fink, Executive Vice President and Head of Middle Market Banking for TD Bank. Bill, welcome. Bill Fink:Jack, it’s a pleasure to be here. Thank you for the opportunity to chat. CFOTL:Yeah, Bill. So it was only last month really that I […]

810: Following the Data Trail | David Barnes, CFO, Trimble

Generally, when legendary CEO Roger Enrico wasn’t happy, just about every PepsiCo executive from junior grades on up knew about it. So it was that when David Barnes was told he would be presenting to Enrico on a subject known to inflame the CEO’s ire, he knew that his presentation—one way or the other—would be…
Listen to the Episode Below (00:55:45)
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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 […]