1157: From Deal Advisory to Operator: Learning the Hard Parts | Toby Driver, CFO, Ideagen
Ep 51: The New FP&A Feedback Loop
1153: From Big-Company Discipline to Private-Equity Speed | Jorge Pliego, CFO, Improving
1142: From Webcomics to Wall Street: Inside a Storytelling Powerhouse | David Lee, COO & CFO, WEBTOON
1137: When Finance Leads With Curiosity | Amy Foo, CFO, Ignition
1136: From Projects to Playbooks: Making Transformation Stick | Joe Custer, CFO, Intrado
Turning Acquisitions into Momentum, Not Disruption | Josh Schauer, CFO, insightsoftware
Josh Schauer helped transform insightsoftware from a fragmented “house of brands” into a unified, vertically structured organization. By aligning products around buyer personas, he and the leadership team created focused business units—clarifying strategy, enhancing go-to-market execution, and reinforcing finance’s role as a driver of enterprise-wide alignment and strategic identity. Now Watch the Complete Episode featuring […]
1113: The Strategic Leap from Finance Partner to Business Architect | Josh Schauer, CFO, insightsoftware
Ep 45: Redefining Efficiency: The Three Dimensions of AI ROI
In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Gillian Munson (Vimeo), Dan Fletcher (Planful), and Chad Gold (FullStory). Each finance leader discusses how AI is reshaping their planning processes, from accelerating automation and revenue generation to transforming cross-functional collaboration. Brett introduces […]
1093: Anime Economics: Serving Fans, Driving Returns | Travis Page, CFO, Crunchyroll
Staying Ahead of Growth: How Finance Powers Proactive Scaling
In this episode, CFO Brandon Sullivan of 2X shares how he transformed financial reporting to drive agility and informed decision-making. After securing private equity backing in March 2023, 2X ramped up hiring in anticipation of rapid growth. However, when revenue stalled, Sullivan realized that monthly reporting was too slow for a dynamic business. He implemented […]











