1120: Navigating Growth, Crisis, and the AI Revolution | Eric Brown, CFO, Cohesity
Eric Brown vividly recalls his trial by fire at MicroStrategy. Joining a subsidiary, he expected to help deploy hundreds of millions from a planned secondary raise. Instead, “the parent company had a ...
17 Elo 202554min
Special Episode: In the Room Where it Happens (Part 1)
In Part One of In the Room Where It Happens, we hear from four CFOs reflecting on formative moments when they found themselves face-to-face with legendary industry leaders. Gabi Gantus of Mytra recoun...
13 Elo 202531min
1119: Driving Mission-Driven Growth in the SaaS World | Matthew Hardy, CFO, Bonterra
When people Google Bonterra, they often see 2021 as its starting point. That year, lead investor Apax joined with Vista, holder of Social Solutions, and Insight Partners, holder of EveryAction, to uni...
10 Elo 202549min
The Prove-It Mentality: Rethinking ROI in the Age of AI - A Planning Aces Episode
In Episode 47 of Planning Aces, Jack Sweeney and resident thought leader Brett Knowles explore the evolving role of FP&A through the lens of three forward-looking CFOs. Dan Zhang (ClickUp), John Retti...
7 Elo 202544min
Controllers Classified: Weathering tariff risks
Host Erik Zhou, CAO at Brex, sits down with Richie Mashiko, Fractional CFO, to unpack the financial complexities of running high-growth e-commerce and CPG brands. From measuring the right things to na...
6 Elo 202539min
1118: Partnering for Growth: Finance Meets Customer-Centricity | Andrew Casey, CFO, Amplitude
Andrew Casey remembers a moment when colleagues truly looked to finance for leadership. At ServiceNow, a then‑$400 million company with little go‑to‑market infrastructure, the team faced a long list o...
3 Elo 202556min
1117: Building a Unicorn with a Finance Blueprint | Konstantin Dzhengozov, CFO, Payhawk
When Konstantin Dzhengozov turned down a corporate development role in the U.S., he wasn’t walking away from opportunity—he was running toward a different kind of growth. Having helped lead the FP&A f...
30 Heinä 202542min
1116: The CFO Who Thinks in Full Color | Dan Zhang, CFO, ClickUp
When Dan Zhang joined ClickUp in 2021, she stepped into a company intent on unifying how the world works. Two years later, she entered the CFO office—just as ClickUp’s strategic bet on AI was beginnin...
27 Heinä 202556min
