
1,026: Partnering for Growth in the Age of AI | Kabir Ahmed Shakir, CFO, Tata Communications
According to CFO Kabir Shakir, when AI giant Nvidia sought to expand its alliances in India, it knew exactly with whom to partner: “They did their homework, and they tapped on Tata’s door.”This partne...
18 Aug 202454min

1,025: Cost Management to Strategic Investment | Chikako Tyler, CFO, California Bank & Trust
In her role as CFO of California Bank & Trust, Chikako Tyler faced the collapse of Silicon Valley Bank—the second financial crisis of her career. Unlike the first crisis, the Great Recession, which fo...
14 Aug 202436min

1,024: From Overdrive to Insight: Lessons Learned in the Pursuit of Success | Tom Bock, CFO, SmartFinancial
In 2005, fresh into his first banking job at Citigroup, Tom Bock found himself working 63 hours straight to prepare for a critical pitch. Fueled by a desire to prove his worth, he pushed his limits, r...
11 Aug 202452min

1,023: How Finance Propelled a Tech Enthusiast into the C-suite | Doug Potvin, CFO, Trinity Logistics
Doug Potvin’s journey to becoming the CFO of Trinity Logistics reveals the power of adaptability and continuous learning. Initially captivated by technology in high school, Doug pursued a degree in co...
7 Aug 20241h 6min

1,022: The Power of Lean Thinking | Todd Patriacca, CFO, BVI Medical
Todd Patriacca was more than a dozen years into his finance career when two things happened that accelerated its trajectory. The first was that he found a mentor—or, rather, that his future mentor fou...
4 Aug 20241h 1min

1,021: A Taste for Professional Growth: How the U.S. Coast Guard Granted Larry White an Expansive Finance Career
The year 1986 was a pivotal one for Larry White’s career in the U.S. Coast Guard. After entering the Coast Guard Academy in 1976 and graduating in 1980, White subsequently advanced through a series of...
31 Jul 202450min

1,020: A Savvy Investor Cracks the Operator’s Code | Seth Wunder, CFO, Acorns
t a recent executive team dinner, several Acorns executives were reminiscing about their childhood professional aspirations. While many had had career dreams that had long ago lost their luster—Seth W...
28 Jul 202445min

Navigating Communication Challenges - A Planning Aces Episode
Brett & Jack discuss the commentary and insights of three accomplished CFOs (Sandeep Aujla from Intuit, Shelagh Glaser from Synopsys, and Seth Wunder from Acorns), while highlighting their distinct ap...
26 Jul 202452min



















