In this episode of “The Mentoring Round,” Guardian Pharmacy CFO David Morris reflects on decades of growth and persistence, emphasizing the importance of human capital, data-driven decisions, and patient, long-term strategy. Morris shares insights into Guardian’s journey from a single pharmacy to 50 nationwide, discussing the strategic milestones of investing in talent, data infrastructure, and […]
1048: Strategic Growth and Leadership in Hard Tech Finance | Sandra Wallach, CFO, Amprius Technologies
Sitting quietly at the back of a crowded GE conference room, a young Sandra Wallach diligently took notes during an executive briefing. As one of the newest inductees into GE's esteemed Financial Management Program (FMP), she was eager to absorb every detail. Unbeknownst to her at the time, this moment marked the beginning of a…
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Ep 40: From Constraints to Collaboration
In this episode of “Planning Aces,” finance leaders explore the evolving role of FP&A as a strategic partner emphasizing the importance of reliable data in aligning decision-making and resetting priorities. The CFOs discuss how setting clear constraints enhances strategic planning and drives more thoughtful decision-making. Leveraging AI emerges as a key theme for optimizing financial […]
Navigating a 29-Year Career: Lessons in Leadership and Continuous Learning
Inside The Mentoring Round, CFO Shelagh Glaser of Synopsys highlights several key themes from her 29-year career at Intel Corp. First, she emphasizes the value of front-line experience as a financial analyst, where the core business action takes place. She also stresses the importance of continuous learning, having rotated through various roles, which pushed her out […]
1,041: Rethinking How Metrics Can Align with Business Evolution | Josh Schwartz, CFO, Medidata
By the time Josh Schwartz arrived at Medidata, the life sciences innovation company had found itself entering unfamiliar waters. Having just gone public, the firm was shifting away from being a fast-growing start-up to welcoming life as a more structured, scalable organization. For Schwartz, who initially led revenue recognition, this was the beginning of both…
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850: A CFO’s Ultimate COVID Test | Anat Ashkenazi, CFO, Eli Lilly
In March 2020, when Eli Lilly announced that it would begin providing drive-through COVID testing services to the state of Indiana’s healthcare workers, more than a few hospital administrators likely scratched their heads. After all, the giant pharma company was not in the business of providing healthcare services, any more than it was a medical…
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Experiencing a Planning Inflection Point at Salesforce | Evan Goldstein, CFO, Seismic
CFO GUEST: Evan Goldstein of Seismic EPISODE: #848 The People, the Mission, and the Innovation
816: Moving to a Multiyear Mind-set | Mike Milotich, CFO, Marqeta
It was the type of assignment that Mike Milotich had been awaiting for most of his career. An innovative product team at American Express had just launched a promising new offering, and Milotich had been assigned to the group to help “optimize its day-to-day decision making”. “I arrived when it had been live for only…
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654: The Path to Being IPO-Ready | Drew Vollero, CFO, Allied Universal
When Drew Vollero arrived in the CFO office of Snap (formerly Snapchat) in 2015, the executives occupying the tech world’s traditional IPO talent bench no doubt raised a few eyebrows. Having spent the previous 25 years inside the corporate corridors of Mattel, Inc., and PepsiCo, Vollero had a resume chock-full of strategic planning initiatives that…
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