
Getting a Read on the World's New Realities | A Planning Aces Episode
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 Iterab...
20 Touko 202258min

802: Making an Industry Lane Change | Mike Catelani, CFO, Anixa Biosciences, Inc.
When Mike Catelani seeks to identify the objectives and career milestones that have helped to advance him into the ranks of Bay Area biotech CFOs, he mentions that although he had a deep interest in b...
18 Touko 202255min

801: The Founder & The Future | Ryan Van Hatten, CFO, Prophix
Perhaps few CFO career paths better reveal the advantages a founder-led firm may offer career-minded executives than that of Prophix CFO Ryan Van Hatten. Back in 2016—when the firm’s previous CFO exit...
15 Touko 202253min

The Hard Truth About Retention | A Workplace Champions Episode
Brett & Jack discuss how growing numbers of businesses are facing an employee retention crisis as they battle escalating workforce attrition and struggle to fill job vacancies. As the crisis grows in ...
13 Touko 202250min

800: When the Road Rises to Meet You | John Herman, CFO, Movable Ink
Had the opportunity to work in the treasury department at American Express arrived 6 months earlier, there’s a chance that John Herman may never have landed in a CFO office. “Treasury was an area that...
11 Touko 202257min

799: When Metrics Do the Talking | Adam Ante, CFO, Paycor
When Adam Ante first arrived at Paycor in 2017, the seasoned finance executive was tasked with prodding Paycor management to begin monitoring daily performance metrics. “At first, it was about buildi...
8 Touko 202249min

798: A CFO Links Past to Present | April Downing, CFO, Khoros
It was in the late 1990s when public accountant, savvy networker and future CFO April Downing decided that it was time to leave Dallas. “I had cultivated my network there really early—there was a grou...
4 Touko 202245min

797: Achieving a More Perfect Exit | Melinda Smith, CFO, ChaosSearch
Back in early 2014, the management of Paydiant, a 4-year-old mobile payments start-up, believed that it was still several years away from engaging with acquisition-minded bankers. Nevertheless, when P...
1 Touko 20221h 2min



















