Beneath the Surface: How to Manage Complexity and Achieve Greater Clarity - a Planning Aces Episode
In this episode of Planning Episodes hosted by Jack Sweeney and Brett Knowles, three CFOs—Don McGuire of ADP, Scott Blackley of Oscar Health, and Patrick Fleury of TeraWulf—share their insights on fin...
27 Sep 202444min
1,037: Optimizing Growth and Margins: A CFO’s Strategic Playbook | Regi Vengalil, CFO, Trax Retail
When the opportunity to help lead the corporate travel business at Expedia arose, Regi Vengalil knew it was exactly the role he had been seeking to put his CFO role in gear. Stepping into the CFO posi...
25 Sep 202435min
1,036: The Power of AI in Shaping Strategic Finance Leadership | Zane Rowe, CFO, Workday
In 2012, after nearly two decades in the airline industry, Zane Rowe made a bold career pivot. Leaving behind his role as CFO at United Airlines, Rowe stepped into the tech world, joining Apple in a s...
22 Sep 202437min
1035: Balancing Growth and Sustainability: The Financial Strategy Behind Health Innovation | Daniel Welch, CFO, Kate Farms
In 2018, Daniel Welch made a life-altering decision. After a decade in investment banking, working on high-profile IPOs and M&A deals at Morgan Stanley, Welch found himself at a crossroads. The birth ...
18 Sep 202458min
1,034: From Earnings Growth to Long-Term Success: A CFO’s Strategic Shift | Deanna Strable, COO & president (CFO emerita), Principal Financial Group
When Deanna Strable was approached to take on the role of CFO at Principal Financial Group, she was taken by surprise. Having spent most of her 30-year career in leading business units rather than foc...
15 Sep 202448min
1033: The ‘Buy or Build’ Moment: Preserving Your Firm's Entrepreneurial Spirit | Ben Averis, CFO, Yoto
Ben Averis’s journey to CFO of Yoto was shaped by diverse experiences in finance, ranging from his early days at PwC in mergers and acquisitions (M&A) to leading roles in private equity-backed busines...
13 Sep 202433min
1,032: From Bitcoin to AI: How Financial Strategy Can Drive a Company’s Evolution | Patrick Fleury, CFO, TeraWulf
It was during the first half of 2024 that press reports first surfaced to suggest that Bitcoin pioneer TeraWulf was seeking to make a bold strategic pivot into AI and high-power compute. Along the fro...
11 Sep 202456min
1,031: Unlocking Operational Scale in Health Insurance Through AI and Data | Scott Blackley, CFO, Oscar Health
When Scott Blackley was asked in kindergarten what he wanted to be when he grew up, his answer was surprisingly clear: “I want to be an auditor.” This early ambition was no coincidence; his father was...
8 Sep 202447min
