Steve and Jack discuss FP&A’s 100-year march. Featuring commentary and FP&A insights from Planning Aces: CFO Kurt Shintaffer of Apptio, CFO Jim Morgan of CallRail & CFO Daniel O’Shaughnessy of FormLabs.
Main Content
754: The Return to Earth | Tom Fitzgerald, CFO, Planet Fitness
Back in the mid-1990s, before email became widely used across corporate America, the executives of Frito-Lay’s northern California region suddenly found their mailboxes full. “We were getting all of these letters from people asking, 'What did you do? What's going on in northern California?,'” explains Tom Fitzgerald, who at the time was finance director for…
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753: Time to Make the Coffee | Jim Calabrese, CFO, Finalsite
+ "Strive to make things easier for your team. The better they do, the more successful the entire team becomes." –Jim Calabrese, CFO, Finalsite Jim Calabrese recalls that when he began to climb the corporate ladder early in his career, a finance executive mentor told him, "Never be afraid to make the coffee." This curious…
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752: Making Your Company More Valuable | Howard Wilson, CFO, PagerDuty
Among today’s career building finance pros who view the CFO office as their ultimate destination, Howard Wilson might be labeled an off-road commuter. Whereas most finance leaders have shared a common view as accounting and finance milestones fell away in their rearview mirror, Wilson entered the finance realm from the merge lane – where his…
Listen to the Episode Below (00:42:42)
751: The March Goes On | Dave Damond, CFO, March of Dimes
When does a mission-driven CFO initiate the crucial turnaround of an erstwhile nonprofit that’s been losing money for years and has a legacy pension plan dragging down its balance sheet? Before he’s even been offered the job. Or at least that’s how you take care of business if you’re March of Dimes Senior Vice President…
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750: Fielding Your Insight Team | Chitra Balasubramanian, CFO, CircleCI
"As critical as it is to have technical skills, it's equally (if not more) important to always work on your interpersonal skills. So much of the job of CFO is about numbers, but as you build out an organization, you need to relate to people and be an effective communicator." –Chitra Balasubramanian, CFO, CircleCI Talk…
Listen to the Episode Below (00:52:56)