Nearly a year into his CFO role at Reltio, James Redfern still feels like he’s catching up. “I’ve made some progress, but I’m definitely not where I... need to get,” he tells us. That steep learning …
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Ep 46: From Flailing to AI Forward Motion
In this Planning Aces episode, Jack Sweeney and co-host Brett Knowles spotlight three CFOs who are advancing their organizations' FP&A capabilities through thoughtful AI adoption. CFO Andrea Hecht …
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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 …
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1109: Building Finance Teams for Scale, Speed, and Smarts | Larry Roseman, CFO, Thumbtack
When the Silicon Valley Bank crisis erupted in early 2023, Larry Roseman was already well-acquainted with market upheaval. A member of the CFO class appointed around 2020—just as the pandemic …
1108: Building Value in a Disrupted Industry | Kent Hoskins, CFO, Concord
Back in the early 2000s, when a recruiter lined up Kent Hoskins for a finance interview at Boosey & Hawkes, he came prepared to discuss guitar manufacturing. Instead, the executive immediately …
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1107: When Finance Leads with a CEO Mindset | John Rettig, CFO, Bill
What sets John Rettig’s CFO journey apart from most is not just its length—spanning more than two decades—but its unusual symmetry. His CFO career roughly divides into two decade-long tenures: first …
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