
In the Room Where it Happens (Part 2)
In Part Two of The Room Where It Happens, we continue our journey alongside CFOs who found themselves face-to-face with some of the most iconic business visionaries of our time. From Salesforce founde...
20 Aug 202536min

1120: Navigating Growth, Crisis, and the AI Revolution | Eric Brown, CFO, Cohesity
Eric Brown vividly recalls his trial by fire at MicroStrategy. Joining a subsidiary, he expected to help deploy hundreds of millions from a planned secondary raise. Instead, “the parent company had a ...
17 Aug 202554min

Special Episode: In the Room Where it Happens (Part 1)
In Part One of In the Room Where It Happens, we hear from four CFOs reflecting on formative moments when they found themselves face-to-face with legendary industry leaders. Gabi Gantus of Mytra recoun...
13 Aug 202531min

1119: Driving Mission-Driven Growth in the SaaS World | Matthew Hardy, CFO, Bonterra
When people Google Bonterra, they often see 2021 as its starting point. That year, lead investor Apax joined with Vista, holder of Social Solutions, and Insight Partners, holder of EveryAction, to uni...
10 Aug 202549min

The Prove-It Mentality: Rethinking ROI in the Age of AI - A Planning Aces Episode
In Episode 47 of Planning Aces, Jack Sweeney and resident thought leader Brett Knowles explore the evolving role of FP&A through the lens of three forward-looking CFOs. Dan Zhang (ClickUp), John Retti...
7 Aug 202544min

Controllers Classified: Weathering tariff risks
Host Erik Zhou, CAO at Brex, sits down with Richie Mashiko, Fractional CFO, to unpack the financial complexities of running high-growth e-commerce and CPG brands. From measuring the right things to na...
6 Aug 202539min

1118: Partnering for Growth: Finance Meets Customer-Centricity | Andrew Casey, CFO, Amplitude
Andrew Casey remembers a moment when colleagues truly looked to finance for leadership. At ServiceNow, a then‑$400 million company with little go‑to‑market infrastructure, the team faced a long list o...
3 Aug 202556min

1117: Building a Unicorn with a Finance Blueprint | Konstantin Dzhengozov, CFO, Payhawk
When Konstantin Dzhengozov turned down a corporate development role in the U.S., he wasn’t walking away from opportunity—he was running toward a different kind of growth. Having helped lead the FP&A f...
30 Juli 202542min



















