
1168: How Smart Finance Looks Before It Leaps | Alistair Gurney, CFO, Lucanet
Early in Lucanet’s expansion, two Chinese employees working in Germany had a moment of insight. Seeing how configurable the consolidation software was, they believed it could succeed in their home mar...
8 Mar 53min

Special Episode: Rethinking the ERP Upgrade Path
Ashley Still, Executive Vice President and General Manager of Intuit’s mid-market business, discusses how the expectations of finance leaders are shifting as AI reshapes the finance function. She expl...
6 Mar 21min

1167: CFO Leadership at Venture Inflection Points | Intekhab Nazeer, CFO, Lineaje
Early in his career, Intekhab Nazeer found himself sitting in go-to-market meetings rather than finance reviews. A CFO mentor had pushed him beyond traditional accounting responsibilities, exposing hi...
5 Mar 46min

1166: Building Equity Value in a Capital-Intensive World | Derek Doyle, CFO, C Spire
Fiber is “a lot of investment up front for that stream of cash flow in the future,” Derek Doyle tells us. At C Spire, that reality defines nearly every strategic decision.The advanced technology and c...
1 Mar 52min

Foundations Before Acceleration - a Planning Aces Episode
In this episode of Planning Aces, hosts Jack Sweeney and Glenn Hopper lead a focused discussion spotlighting the thinking of CFO Kevin Rubin of Zscaler, CFO Bruce Schuman of Universal Technical Instit...
25 Feb 30min

1165: Building a Business That Can Stand on Its Own | Manu Diwakar, CFO, Virta Health
Nearly 90% of Americans suffer from metabolic disease, Manu Diwakar tells us, citing a recent McKinsey & Company study. For Diwakar, CFO of Virta Health, that statistic defines both the scale of the c...
22 Feb 48min

1164: From Boardroom Lens to Operator Reality | Alex Melamud, CFO, Engine
Before his first cup of coffee, Alex Melamud opens Slack—not to scan revenue charts first, but to read customer feedback. “The first one that may surprise you as a CFO that I look at is actually NPS,”...
18 Feb 55min

1163: The Discipline Behind Transformational AI | Sue Vestri, CFO, CRIO
On her first day as CFO at Greenphire, Sue Vestri sat in a conference room “learning all of the acronyms” of the clinical trial industry, she tells us. There were “many, many, many,” she recalls, and ...
15 Feb 39min



















