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
1,019: The Rewards of Making an Early Exit | Josh Schenker, CFO, Aditude, Inc.
Josh Schenker may well be the only CFO we’ve interviewed who claims to have dropped out of high school—which he actually did, in order to accelerate his academic ascendance by passing the General Educ...
24 Jul 202442min
1,018: From Complexity to Clarity: Simplifying Business Segments for Investor Insight | Shelagh Glaser, CFO, Synopsys
When asked to share a single career chapter that has influenced her strategic mind-set as a finance leader, Synopsys CFO Shelagh Glaser knew exactly what to cite.She described a period that had unfold...
21 Jul 202454min
