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Unit Economics

1110: When Leadership Mattered | Amanda Whalen, CFO, Klaviyo

Amanda Whalen’s first CFO role began with a question. “You’re not a finance technical person,” her company’s president told her, “but you’re the strongest leader on my team. Will you be willing to be the CFO and help me transform the finance function?” She accepted. Over the following year, Whalen tells us, her team tackled…
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Ep 42: From Misaligned Commissions to Unified Goals

In our latest Planning Aces episode, Jack Sweeney teams with performance management guru Brett Knowles to spotlight three finance leaders tackling one of business’s most critical challenges: aligning sales, operations, and finance around a common goal. First, Orion Innovation CFO Cyrus Lam recalls how transparent metrics and well-crafted incentives helped double profit margins by bridging…
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698: Revealing the Macro-to-Micro Continuum | Ross Tennenbaum, CFO, Avalara

It’s no secret that the herculean effort required to keep corporate board meetings on time frequently involves tracking the arrivals of certain board member attendees. Of course, the most anticipated arrival inside the boardroom is often not a board member at all but a new business measure or yardstick commonly referred to as a metric. And…
Listen to the Episode Below (00:38:24)
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