1085: The Strategic Power of Curiosity | Erik Rothschild, CFO, Cin7
Fresh out of a hedge fund analyst role, Erik Rothschild walked into an interview at a Chicago-based trading firm and did something unexpected—he pitched actual trade ideas to the portfolio manager acr...
2 Apr 202544min
1084: Reading the Signals, Not Just the Statements | Brian Carolan, CFO, SailPoint
It was a late-night meeting room lit by the glow of Excel spreadsheets and half-empty coffee cups. Brian Carolan, then a rising finance leader, looked around the table and saw not just fellow accounta...
30 Mars 202543min
The ROI Equation for AI Starts Here - A Planning Aces Episode
In this episode of Planning Aces, three forward-looking finance leaders share how they’re transforming planning and forecasting inside their organizations. CFO Kevin Rhodes of Extreme Networks discuss...
28 Mars 202545min
1083: Navigating the Go-To-Market Roadmap with Precision | Brian Robins, CFO, GitLab
It was a pivotal moment Brian Robins tells us he’ll never forget: stepping onto a makeshift stage to address some 400 employees just minutes before a key 8-K filing would publicly announce the potenti...
26 Mars 202547min
1082: Unlocking Value Through Real Estate Innovation | Tim Arndt, CFO, Prologis
Tim Arndt still remembers the urgency in the air when AMB Property Corporation decided to merge with Prologis at the height of the financial crisis. It was, as he describes, “a merger of equals,” but ...
23 Mars 202550min
1081: The CFO’s Role in Innovation and Market Adaptation | Erik Swenson, CFO, IDT
It was a moment that would shape Erik Swenson’s approach to finance forever. As a co-op student at Northeastern University, he found himself in front of a room full of engineers, presenting financial ...
19 Mars 202556min
1080: Reframing Your Drivers of Growth | Jason Lee, CFO, Faire
It was a moment of “shock and awe” that Jason Lee says shapes his strategic mindset. Soon after joining Square, he discovered a major partnership with Starbucks that was quietly bleeding millions of d...
16 Mars 202559min
1079: Staying Ahead of Growth: How Finance Powers Proactive Scaling | Brandon Sullivan, CFO, 2X
The moment 2X secured private equity backing in March 2023, CFO Brandon Sullivan knew expectations would shift overnight. “There’s gonna be a press release,” he remembers thinking. “Our new PE partner...
12 Mars 202550min
