Planning Aces
by Brett Knowles & Jack Sweeney
Latest episode
Ep 52: Foundations Before Acceleration - a Planning Aces Episode
Ep 52: Foundations Before Acceleration - a Planning Aces Episode
About this podcast
The podcast for finance professionals tasked with taking their businesses to new heights.
Episodes
The newest 20 of 52 episodes
- Ep 52: Foundations Before Acceleration - a Planning Aces Episode · 30 minIn this episode of Planning Aces, hosts Jack Sweeney and Glenn Hopper lead a focused discussion spotlighting the thinking of CFO Kevin Rubin of Zscaler, CFO Bruce Schuman of…
- Ep 51: The New FP&A Feedback Loop · 40 minIn this Planning Aces special episode, CFO Thought Leader brings together three finance executives operating in very different industries—but facing remarkably similar planning…
- Ep 50: Discipline at the Heart of Innovation · 34 minIn this episode of Planning Aces, we spotlight FP&A insights from three CFOs leading innovation with discipline: Chris Sands (InvoiceCloud), Steve Sutter (Celigo), and Niels Boon…
- Ep 49: AI's Early Returns · 35 minIn 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…
- Ep 48: Finance Leaders Decode AI's Promise · 37 minIn this Planning Aces special, three finance leaders map how AI is moving FP&A from dashboards to decisions. Andrew Casey (Amplitude) shows agents automating analytics…
- Ep 47: The Prove-It Mentality: Rethinking ROI in the Age of AI · 44 minIn 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…
- Ep 45: Redefining Efficiency: The Three Dimensions of AI ROI · 42 minIn this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Jillian Munson (Vimeo), Dan…
- Ep 44: Built for Turbulence: Finance Planning in Motion · 41 minThis Planning Aces episode explores how finance leaders navigate volatility without drifting into political cross‑currents like tariffs. Prologis CFO Tim Arndt explains why…
- Ep 43: The ROI Equation for AI Starts Here · 44 minIn 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…
- Ep 42: From Misaligned Commissions to Unified Goals · 36 minIn our latest Planning Aces episode of CFO Thought Leader, Jack Sweeney teams with FP&A veteran Brett Knowles to spotlight three finance leaders tackling one of business's most…
- Ep 41: The FP&A Spectrum: Technology, Culture, and Long-Term Value · 45 minIn this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles explore insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy…
- Ep 40: From Constraints to Collaboration · 43 minIn 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…
- Ep 39: Simplifying the Complicated and the Complex: FP&A Strategies Across Industries · 44 minIn 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…
- Ep 38: Strategic Relationship Building in FP&A · 42 minIn this episode of Planning Aces, Jack Sweeney and Brett Knowles discuss the evolving role of FP&A professionals, emphasizing the importance of relationship-building and…
- Ep 37: Navigating Communication Challenges · 46 minBrett & Jack discuss the commentary and insights of three accomplished CFOs (Sandeep Aujla from Intuit, Shelagh Glaser from Synopsys, and Seth Wunder from Acorns), while…
- Ep 36: Standardize, Streamline & Scale · 36 minOn the latest episode of Planning Aces three dynamic CFOs—Robert Cornella (RNDC), Karen Williams (American Express Global Business Travel), and Tony Querciagrossa…
- Ep 34: From Rearview to Road Ahead · 35 min• Leadership in FP&A: All three CFOs emphasize the role of finance in leading and driving business performance through strategic foresight, detailed operational insights, and…
- Ep 33: Driving Value Beyond the Balance Sheet · 43 minThis episode our Planning Aces emphasize the importance of leveraging one's breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring…
