1135: Where Strategy Meets Finance in the Ad-Tech Revolution | Clayton Kossl, CFO, Basis Technologies
On his first day in investment banking, Clayton Kossl was “thrown right into the cauldron.” With few senior professionals in the small aerospace and defense group, junior bankers like him were expecte...
15 Okt 202541min
1134: When Finance Becomes a Force for Influence | Chris Sands, CFO, InvoiceCloud
“InvoiceCloud is not just payments,” Chris Sands tells us. Sitting inside the company’s finance organization, he sees a platform built to change habits—helping businesses shift customers from paper in...
12 Okt 202538min
AI's Early Returns - A Planning Aces Episode
In this episode of Planning Aces, host Jack Sweeney and resident thought leader Brett Knowles explore how finance leaders are approaching AI’s early returns—balancing efficiency, experimentation, and ...
10 Okt 202533min
1133: Finance That Explains (and Scales) the Why | Kimberlee Duval, CFO, Cymbiotika
When Kimberlee Duval arrived at Cymbiotika, the wellness company was preparing a leap few bootstrapped brands attempt—moving from direct-to-consumer to retail shelves. “Our two owners, Charlene and Sh...
8 Okt 20251h 3min
1132: Infrastructure First: Where AI Actually Adds Up | Steve Sutter, CFO, Celigo
When Steve Sutter joined Celigo five years ago, he stepped into a company positioned not as another SaaS app but as what he calls “the infrastructure, the piping, the plumbing” of business automation....
5 Okt 202550min
1131: Building an AI-Ready Finance Engine | Beth Gaspich, CFO, NICE
In 2008, Beth Gaspich stood on the floor of the New York Stock Exchange, ringing the bell as RiskMetrics went public. What made the moment extraordinary was its timing—amid one of the most volatile ma...
1 Okt 202547min
1130: Building Resilient Finance in Uncertain Times | David Obstler, CFO, Datadog
When David Obstler joined Datadog in 2018, the company’s co-founders had already built momentum with a product that observed modern cloud workloads. What struck Obstler was the alignment with a powerf...
28 Sep 202542min
1129: Turning Transactions into Strategy | Laura LaPeer, CFO, UHY
On her first day as CFO of UHY, Laura LaPeer asked a simple question: “Do you guys do Copilot?” She had grown accustomed to using Microsoft’s AI assistant for tasks ranging from summarizing documents ...
24 Sep 202545min
