From Flailing to AI Forward Motion - A Planning Aces Episode
In this Planning Aces episode, Jack Sweeney and co-host Brett Knowles spotlight three CFOs who are advancing their organizations' FP&A capabilities through thoughtful AI adoption. Andrea Hecht of CSAA...
27 Jun 202541min
1109: Building Finance Teams for Scale, Speed, and Smarts | Larry Roseman, CFO, Thumbtack
When the Silicon Valley Bank crisis erupted in early 2023, Larry Roseman was already well-acquainted with market upheaval. A member of the CFO class appointed around 2020—just as the pandemic began—Ro...
25 Jun 202544min
1108: Building Value in a Disrupted Industry | Kent Hoskins, CFO, Concord
Back in 2003, when a recruiter lined up Kent Hoskins for a finance interview at Boosey & Hawkes, he came prepared to discuss guitar manufacturing. Instead, the executive immediately began quizzing him...
22 Jun 20251h 3min
1107: When Finance Leads with a CEO Mindset | John Rettig, CFO, Bill
What sets John Rettig’s CFO journey apart from most is not just its length—spanning more than two decades—but its unusual symmetry. His CFO career roughly divides into two decade-long tenures: first h...
18 Jun 202548min
1106: Scaling Smarter: Inside the Finance Revenue Engine | Tim Ritters, CFO, Gong
During his decade at Google, Tim Ritters worked at the intersection of product and finance, helping to launch financial systems in collaboration with engineering, marketing, and product teams. The rol...
15 Jun 202540min
1105: The Steady Climb: Scaling with Purpose in FinTech | Rene Ho, CFO, SAP Taulia
It’s no secret CFOs frequently exit soon after a major acquisition—especially when a larger enterprise takes the reins. But Rene Ho stayed.Ho had been CFO of Taulia, a working capital fintech, when it...
11 Jun 202547min
1104: Navigating Cardinal Health’s Growth Journey | Aaron Alt, CFO, Cardinal Health
As Cardinal Health nears its second anniversary since the company’s first investor day under CFO Aaron Alt’s leadership, steady progress has been made in its ambitious transformation. Alt reflects on ...
8 Jun 202539min
Redefining Efficiency: The Three Dimensions of AI ROI - A Planning Aces Episode
In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Gillian Munson (Vimeo), Dan Fletcher (Planful), and Chad ...
6 Jun 202544min
