AI's Early Returns - A Planning Aces Episode
In this episode of Planning Aces, host Jack Sweeney and resident thought leader Brett Knowles explore how finance leaders are approaching AI’s early returns—balancing efficiency, experimentation, and ...
10 Okt 202533min
1133: Finance That Explains (and Scales) the Why | Kimberlee Duval, CFO, Cymbiotika
When Kimberlee Duval arrived at Cymbiotika, the wellness company was preparing a leap few bootstrapped brands attempt—moving from direct-to-consumer to retail shelves. “Our two owners, Charlene and Sh...
8 Okt 20251h 3min
1132: Infrastructure First: Where AI Actually Adds Up | Steve Sutter, CFO, Celigo
When Steve Sutter joined Celigo five years ago, he stepped into a company positioned not as another SaaS app but as what he calls “the infrastructure, the piping, the plumbing” of business automation....
5 Okt 202550min
1131: Building an AI-Ready Finance Engine | Beth Gaspich, CFO, NICE
In 2008, Beth Gaspich stood on the floor of the New York Stock Exchange, ringing the bell as RiskMetrics went public. What made the moment extraordinary was its timing—amid one of the most volatile ma...
1 Okt 202550min
1130: Building Resilient Finance in Uncertain Times | David Obstler, CFO, Datadog
When David Obstler joined Datadog in 2018, the company’s co-founders had already built momentum with a product that observed modern cloud workloads. What struck Obstler was the alignment with a powerf...
28 Sep 202541min
1129: Turning Transactions into Strategy | Laura LaPeer, CFO, UHY
On her first day as CFO of UHY, Laura LaPeer asked a simple question: “Do you guys do Copilot?” She had grown accustomed to using Microsoft’s AI assistant for tasks ranging from summarizing documents ...
24 Sep 202545min
1128: Capital Discipline in a Usage-Based World | Ben Gammell, President & CFO, Brex
In 2018, Brex made a defining decision: rather than rely on middleware providers like Stripe or Marqeta, it built its own payments infrastructure from the ground up. That move, Ben Gammell tells us, g...
21 Sep 202546min
1127: Lean Finance in a Volatile World | Damon Lee, CFO, C.H. Robinson
When Damon Lee reflects on his first conversations with C.H. Robinson’s CEO, he recalls how natural the alignment felt. “We spoke the same language. We were finishing each other’s sentences,” Lee tell...
17 Sep 202552min
