
1054: AI as a Game-Changer for Revenue and Operations | Chris Nagy, CFO, Salesloft
Chris Nagy’s finance career began with a foundation in problem-solving, influenced by his early passion for math and logic. He started in commercial finance, focusing on pricing and market dynamics, w...
4 Dec 202439min

1053: Strategic Financial Alignment for Enhanced Transparency and Growth | Cyrus Lam, CFO Orion Innovation
For Cyrus Lam, the aspect of the CFO role that sets it apart from all others is the weight of non-negotiable priorities. Despite years spent closely collaborating with CFOs as an investment banker, La...
1 Dec 202458min

The FP&A Spectrum: Technology, Culture, and Long-Term Value - A Planning Aces Episode
In this episode of Planning Aces, Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). ...
29 Nov 202447min

Bonus Replay: How a Biotech Disrupter Is De-risking R&D | Jamey Mock, CFO, Moderna
It's no secret that Moderna's R&D efforts have expanded well beyond the realm of COVID-19. CFO Jamey Mock tells us that today the company has more than 40 drugs in its pipeline, with targets such as r...
27 Nov 202444min

1052: How Mobileye’s Capital Journey Shaped, Tested, and Advanced Its Future CFO | Moran Shemesh, CFO, Mobileye
By all accounts, when Moran Shemesh joined Mobileye in 2016 as Corporate Controller, the drama of its IPO was behind it. The Israeli autonomous vehicle technology company had gone public two years ear...
24 Nov 202453min

Controllers Classified: Host Erik Zhou welcomes Jessica Peng, Contoller at Invoca
In this episode of Controllers Classified, Erik Zhou speaks with Jessica Peng, Controller at Invoca, about mastering change management. Jessica shares her experiences transitioning from a Big Four to ...
22 Nov 202448min

Bonus Episode: CFO Mark Partin on Building BlackLine’s Revenue Ops from the Ground Up
When Mark Partin first became CFO at BlackLine nearly a decade ago, the concept of Sales Ops was still rather new within the company, and he was tasked with building it from scratch. Over time, Sales ...
20 Nov 202430min

1051: Building a Greener Future: A CFO’s Journey in Climate Tech | Derek Warnick, CFO Electric Hydrogen
From day one of his professional life, Derek Warnick knew his career would be driven by a purpose greater than mere career advancement. As an undergraduate studying finance and international business,...
17 Nov 202450min



















