Planning Aces

Steve and Jack discuss how pricing strategy has increasingly become top of mind for finance leaders as businesses become more responsive to customer behaviors, and Steve reflects on the virtues of time travel and how by asking finance leaders to reflect on their past experiences we enjoy a front row seat to view those experiences as they happen. Featuring commentary and FP&A insights from Planning Aces: CFO Mike Milotich of Marqeta, CFO Jeff Shepherd of Advance Auto Parts and CFO Mark George of Norfolk Southern.

Steve and Jack discuss how growing concerns about a possible economic recession are helping fuel CFO aspirations for creating a more agile finance function, and Steve reflects on how different career experiences and backgrounds influence how CFOs lead and make business decisions. Featuring commentary and FP&A insights from Planning Aces: CFO David Barnes of Trimble, CFO , CFO Komal Misra of Starry, Inc. and CFO Jason Keen of Mills Nebraska.

Steve and Jack talk about the volatile business environment and what it means for business planning professionals. Featuring commentary and FP&A insights from Planning Aces: CFO Will Johnson of Iterable, CFO Adam Ante of Paycor, CFO Ryan Van Hatten of Prophix and CFO Steve Vintz of Tenable.

Steve and Jack discuss how successful financial planning teams are always looking to get in deeper and bring new insights to the surface. Featuring commentary and FP&A insights from Planning Aces: CFO Adriana Carpenter of Emburse, CFO Kent Kelley of Unanet and CFO Brandon Maultasch of Moloco.

Steve and Jack discuss how finance professionals must give more thought to how they communicate "the news" inside their organizations in order to avoid being cast by other functional teams as "the bearer of bad news." Featuring commentary and FP&A insights from Planning Aces: CFO Russ Porter, CFO, IMA, CFO Nipun Soni of BillionToOne and CFO Gina Mastanuono of ServiceNow.

Steve and Jack discuss how the goal of planning teams and organizations should always be moving beyond the accepted practices or tools to something better. Featuring commentary and FP&A insights from Planning Aces: CFO Bill Zerella of ACV Auctions , CFO Scott Walker of Clarity Software & CFO Michael High of Deep Water Gulf of Mexico, Shell

Steve and Jack are joined by friend of Planning Aces Bryan Lapidus, who is today director of FP&A for the Association for Financial Professionals. Bryan discusses 2022 planning priorities, while offering guidance to FP&A teams tasked with helping their organization advance into the new year's uncertain environment. This episode features commentary and FP&A insights from Planning Aces: CFO Jason Child of Splunk and CFO Cassandra Hudson, of EngageSmart.

Steve and Jack discuss how building trust may be an FP&A professional's greatest skillset. Featuring commentary and FP&A insights from Planning Aces: CFO Puneet Pamnani of KORE Wireless, CFO Robert Alvarez of BigCommerce & CFO Dave Bernhardt of SentinelOne.

Steve and Jack discuss FP&A's 100-year march. Featuring commentary and FP&A insights from Planning Aces: CFO Kurt Shintaffer of Apptio CFO Jim Morgan of CallRail & CFO Daniel O'Shaughnessy of FormLabs.

Steve & Jack discuss planning's crunch time in the 4th quarter and the operationalization of FP&A inside different business functions. Featuring FP&A Insights & Commentary from Planning Aces: Sameer Ralhan, CFO, The Chemours Company, Chris Kuehn, CFO, Trane Technologies, Laurence Capone, CFO, Pipedrive. Akash Palkhiwala, CFO Qualcomm.