In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles explore insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). The discussion highlights themes around technology adoption and data-driven decision-making. Sandra Wallach emphasizes the importance of hands-on involvement, leveraging weekly meetings and direct collaboration to stay aligned with supply chain and customer needs. David Morris reflects on Guardian's long-term journey to IPO, underscoring rigorous planning processes, investment in data infrastructure, and a methodical approach to decision-making. David Eckstein examines AI’s transformative potential, advocating for measured experimentation while noting its current success in streamlining sales and operational processes. Brett Knowles identifies an overarching narrative of incremental technological adoption, comparing CFOs’ approaches to “crawl, walk, and run” stages. The episode underscores the evolving role of FP&A as a strategic partner, balancing technology with organizational culture and long-term value creation.

In the latest Planning Aces episode, hosts Jack Sweeney and Brett Knowles discuss how finance leaders are elevating FP&A as strategic partners within organizations. Featuring insights from CFOs Regi Vengalil, Matt Steinfort, and Isabelle Winkles, the episode highlights themes like the importance of reliable data, setting constraints to enhance strategic planning, leveraging AI in finance, real-time collaboration, and educating business units. The CFOs emphasize Finance's role in guiding better decision-making and aligning organizational goals.

In this episode of Planning Episodes hosted by Jack Sweeney and Brett Knowles, three CFOs—Don McGuire of ADP, Scott Blackley of Oscar Health, and Patrick Fleury of TeraWulf—share their insights on financial planning and analysis (FP&A), with a focus on navigating complex business environments. Through their stories, listeners will gain a deeper understanding of how these finance leaders simplify intricate financial models, communicate effectively with stakeholders, and align strategic decisions with business growth. The episode explores how each CFO approaches financial clarity amidst volatility, balancing short-term challenges and long-term opportunities, offering actionable insights for managing complexity in today’s fast-evolving markets.