When Lisa Cummins Dulchinos joined Ayar Labs, she knew translating deep tech into a business story would be central to her role. At a company where 85% of the nearly 200 employees hold PhDs, Dulchinos …
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1114: Building a Smarter Funnel at Speed | Kevin Wall, CFO, Stax Payments
When Kevin Wall first stepped into industry from public accounting, it wasn’t by accident—it was through a client he already knew well. The company, in the midst of an ERP conversion and preparing to …
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1113: The Strategic Leap from Finance Partner to Business Architect | Josh Schauer, CFO, insightsoftware
When Josh Schauer joined Longview, a Toronto-based software company, he had no idea that a transformative chapter of his career was just a few years away. In 2020, Longview was acquired by …
1112: The Value of Seeing Finance from the Front Lines | Nathan Winters, CFO, Zebra Technologies
When Nathan Winters led a supply chain team earlier in his career, he noticed something that would shape his leadership style: “The credibility you get by the operating leaders when they see you out …
1111: Inside the M&A Playbook: Why People Come First | James Redfern, CFO Reltio
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 …
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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