How Finance Leaders Are Adapting Their Teams - A Planning Aces Episode

How Finance Leaders Are Adapting Their Teams - A Planning Aces Episode

Brett and Jack draw parallels between the challenges faced by our three featured Planning Aces as they seek to optimize the talent resources and processes in their different organizations.

The pressure to align strategy and execution is increasing, and all three CFOs share their responses to these external pressures. Brett also touches on the adoption of AI in finance. With AI, the depth of analysis and speed of feedback are significantly enhanced, leading to faster decision-making and more innovative ideas as revealed by CFO Steven Cirulis of Potbelly

The episode features planning insights and commentary from Tony Boor, CFO of Blackbaud, Michelle, Hook, CFO, Portillo’s and Steven Cirulis, CFO Potbelly.

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Episoder(1219)

People and Places: The Geography of a CFO Career

People and Places: The Geography of a CFO Career

CFO careers are often described through titles, companies, and accomplishments. But another force can quietly shape the journey: place.In this themed episode of CFO Thought Leader, five finance leader...

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2016: Building the Operating System for Agentic Automation | Ryan Roccon, CFO, Zapier

2016: Building the Operating System for Agentic Automation | Ryan Roccon, CFO, Zapier

At Zapier, the rise of AI is changing more than the automation products customers build. It is reshaping how the company organizes, invests, prices its offerings, and thinks about its next stage of gr...

20 Sep 49min

When AI Changes the EPM Decision | David Den Boer, CEO, Column5 Consulting

When AI Changes the EPM Decision | David Den Boer, CEO, Column5 Consulting

AI is rapidly changing not only what finance technology can do, but how CFOs should think about the technology stack itself.In this bonus episode of CFO Thought Leader, David Den Boer, CEO of Column F...

18 Sep 28min

1215: Building Finance for the Long Game | Jessica Somers, CFO, Aledade

1215: Building Finance for the Long Game | Jessica Somers, CFO, Aledade

At Aledade, CFO Jessica Somers is helping finance navigate a business where investment decisions can take years to fully reveal their value.The technology-driven, physician-led company works with more...

16 Sep 49min

1214: The CFO Checklist Keeps Growing | Jack Gordon, CFO, Harri

1214: The CFO Checklist Keeps Growing | Jack Gordon, CFO, Harri

For Jack Gordon, the CFO role at Harri increasingly extends beyond finance—and into the mechanics of how an AI-powered business scales.Harri, a workforce operating system focused on hospitality, has e...

13 Sep 56min

1213: When Constructive Tension Yields Sharper Decisions | Martin Uhrik, CFO, Third Bridge

1213: When Constructive Tension Yields Sharper Decisions | Martin Uhrik, CFO, Third Bridge

When Martin Uhrik compared the margins of two visual-effects brands at Technicolor, one appeared far more profitable than the other. Uhrik tells us the reported difference prompted him to investigate....

9 Sep 54min

1212: When Working Capital Rewrites the CFO Agenda | Dan Barzily, CFO, Tipalti

1212: When Working Capital Rewrites the CFO Agenda | Dan Barzily, CFO, Tipalti

Shortly after Dan Barzily became CFO of Tipalti, a go-to-market transformation altered the company’s working-capital profile. One quarter later, Barzily tells us, the company missed its forecast acros...

6 Sep 36min

1211: Mission, Means, and the Will to Grow | Jonathan Ma, CFO, Sutter Health

1211: Mission, Means, and the Will to Grow | Jonathan Ma, CFO, Sutter Health

Jonathan Ma recalls being at his parents’ home in Nebraska one Saturday when his Morgan Stanley boss called with advice: pursue an opportunity at Sutter Health. After nearly 15 years, the mentor belie...

2 Sep 39min

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