1,033: The “Buy and Build” Moment: Preserving Your Firm’s Entrepreneurial Spirit | Ben Averis, CFO, Yoto
The Mentoring Round | Scott Blackley, CFO, Oscar Health
Inside The Mentoring Round, CFO Scott Blackley emphasizes the transformative role of AI in healthcare, noting that Oscar Health continuously evolves AI capabilities to streamline operations, enhance customer experiences, and reduce costs. He underscores AI’s potential in automating tasks like call center operations and financial processes, allowing the finance team to focus on insights rather […]
1,032: From Bitcoin to AI: How Financial Strategy Can Drive a Company’s Evolution | Patrick Fleury, CFO, TeraWulf
Ep 38: Strategic Relationship Building in FP&A
In this episode of Planning Aces, Jack Sweeney and Brett Knowles discuss the evolving role of FP&A professionals, emphasizing the importance of relationship-building and strategic collaboration within organizations. As summer ends and fall approaches, Brett predicts a surge in business activity, particularly as companies rush to meet year-end objectives. The conversation highlights the decline in […]
1,024: From Overdrive to Insight: Lessons Learned in the Pursuit of Success | Tom Bock, CFO, SmartFinancial
The Mentoring Round | Doug Potvin, CFO, Trinity Logistics
Inside The Mentoring Round CFO Doug Potvin reflects back at his time at the National Marine Fishery Service, where Potvin had a pivotal moment that shaped his career aspirations. Frequently told to “talk to the owner” when discussing business and financial matters, Doug realized the importance of being deeply involved in all aspects of a […]
1,023: How Finance Propelled a Tech Enthusiast Into the C-Suite | Doug Potvin, CFO, Trinity Logistics
The Mentoring Round | Todd Patriacca, CFO, BVI Medical
Inside The Mentoring Round CFO Todd Patriacca emphasizes the strategic implementation of technology automation, focusing on areas that enhance efficiency and reduce internal costs. He advocates for leveraging automation to handle routine tasks, allowing teams to concentrate on strategic exceptions. Todd also champions Lean methodology, applying its principles of continuous improvement and waste elimination to […]