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To the Point

Keld Jensen & Tim Cummins

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Tim Cummins and Keld Jensen are both experts and authors in the field of negotiation. Tim Cummins is the President of World Commerce & Contracting and a Professor in the School of Law at the University of Leeds. He has led research and standards development for the Commercial and Contract Management discipline. He has been recognized by the Financial Times Market Shaper of the Year award in 2019. Keld Jensen is a Negotiation Strategist and Speaker and the founder and CEO of the Center for SM ...
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CFO THOUGHT LEADER

The Future of Finance is Listening

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CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations. We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart thei ...
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How will cutting-edge technologies change your commute? On the Patio is an exciting new podcast that presents an in-depth exploration of the latest trends and innovations in transportation and mobility. Join host Tim Haile, the Executive Director of Contra Costa County Transportation Authority (CCTA), on the “Patio” – where CCTA’s staff relax and chat after hours to spot trends, wrestle with mobility challenges, and plan the next big innovations in transportation. On The Patio brings a rare ...
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Inside The Glass

Ryan Gill // Chris Kneeland

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You know what they’ve done - the businesses they’ve built, the championships they’ve won, the brands they’ve managed, and the movements they’ve started - but you likely don’t know who they really are, or why they did what they did. Inside The Glass examines the choices courageous people made, the risks they took, the principles that governed their actions, and the lessons they’ve learned along the way. We provide a behind-the-scenes look at the people, and their stories, that resulted in som ...
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In 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 (ClickUp), John Rettig (Bill), and Josh Schauer (insightsoftware) share how they’re driving enterprise agility, leveraging AI to eliminate inefficiencies, and rethinking c…
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Host Erik Zhou, CAO at Brex, sits down with Richie Mashiko, Fractional CFO, to unpack the financial complexities of running high-growth e-commerce and CPG brands. From measuring the right things to navigating ad spend, pricing strategies, and fragile supply chains amidst tariffs, Richie offers a unique operator’s perspective on what it takes to dri…
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Andrew Casey remembers a moment when colleagues truly looked to finance for leadership. At ServiceNow, a then‑$400 million company with little go‑to‑market infrastructure, the team faced a long list of missing elements: no functioning comp plan, no partner ecosystem, and no clear strategy for scaling sales. “Whenever people said they didn’t know ho…
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When Konstantin Dzhengozov turned down a corporate development role in the U.S., he wasn’t walking away from opportunity—he was running toward a different kind of growth. Having helped lead the FP&A function at a fast-scaling Bulgarian tech firm through its acquisition by a U.S. public company, Dzhengozov knew what came next if he stayed the course…
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When Dan Zhang joined ClickUp in 2021, she stepped into a company intent on unifying how the world works. Two years later, she entered the CFO office—just as ClickUp’s strategic bet on AI was beginning to reshape its platform and its future. ClickUp is not just a place where work is tracked, Zhang tells us—it’s “where work happens.” The company com…
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When Tim Vipond was asked to help rebuild Newmont Goldcorp’s corporate model, the scale was daunting: “20 tabs across… each tab being many hundred rows deep,” he tells us. The model had to account for the intricate economics of mining—from extraction to refinement—and it all had to tie together in a single consolidated NAV model. It was a hands-on …
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When Lisa Cummins Dulchinos joined Ayar Labs, she knew translating deep tech into a business story would be central to her role. At a company where 85% of the nearly 200 employees hold PhDs, Dulchinos found herself among experts fluent in micro-ring resonators and laser physics. To explain what Ayar Labs does, she took a different approach. “It’s b…
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When Kevin Wall first stepped into industry from public accounting, it wasn’t by accident—it was through a client he already knew well. The company, in the midst of an ERP conversion and preparing to go public, saw in Wall someone who understood both their numbers and their needs. “They were familiar with me. I was familiar with them,” he tells us.…
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When Josh Schauer joined Longview, a Toronto-based software company, he had no idea that a transformative chapter of his career was just a few years away. In 2020, Longview was acquired by insightsoftware—a turning point that brought both uncertainty and opportunity. “It’s kind of equal parts fear and optimism,” he tells us. “You wonder: Am I going…
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When Nathan Winters led a supply chain team earlier in his career, he noticed something that would shape his leadership style: “The credibility you get by the operating leaders when they see you out in the field… is incredibly important.” Whether visiting customers, walking a manufacturing floor, or sitting in on operating meetings, Winters found t…
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Nearly a year into his CFO role at Reltio, James Redfern still feels like he’s catching up. “I’ve made some progress, but I’m definitely not where I… need to get,” he tells us. That steep learning curve was exactly what drew him to the company. Redfern didn’t find the Reltio opportunity through recruiters. Instead, it surfaced during a casual conve…
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How are finance chiefs steering the AI revolution? In this fast-paced special edition of CFO Thought Leader, host Jack Sweeney spotlights Packer Fastener CFO Brian Hogeland and LinkedIn’s top AI voice Allie K. Miller. Together they unpack why 2023’s “just try ChatGPT” mantra is obsolete, how agent-orchestrated systems will reshape mid-market operat…
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Amanda Whalen’s first unit CFO role began with a question. “You’re not a finance technical person,” her company’s president told her, “but you’re the strongest leader on my team. Will you be willing to be the CFO and help me transform the finance function?” She accepted. Over the following year, Whalen tells us, her team tackled three major initiat…
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In this Planning Aces episode, Jack Sweeney and co-host Brett Knowles spotlight three CFOs who are advancing their organizations' FP&A capabilities through thoughtful AI adoption. Andrea Hecht of CSAA Insurance discusses aligning generative AI with enterprise strategy and efficiency. Matthias Steinberg of MindBridge explores combining machine learn…
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When the Silicon Valley Bank crisis erupted in early 2023, Larry Roseman was already well-acquainted with market upheaval. A member of the CFO class appointed around 2020—just as the pandemic began—Roseman had weathered previous storms. He began his career amid the dot-com collapse, then advanced through the 2008 financial crisis. “Scar tissue help…
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Back in 2003, when a recruiter lined up Kent Hoskins for a finance interview at Boosey & Hawkes, he came prepared to discuss guitar manufacturing. Instead, the executive immediately began quizzing him on music royalties—the recruiter had apparently misunderstood the brief. Hoskins didn’t get the job—at first. But two days later, he got a call: the …
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What sets John Rettig’s CFO journey apart from most is not just its length—spanning more than two decades—but its unusual symmetry. His CFO career roughly divides into two decade-long tenures: first helping scale a digital advertising firm from $15 million to $250 million in revenue, and now serving as CFO of Bill, where he’s helped lead the compan…
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During his decade at Google, Tim Ritters worked at the intersection of product and finance, helping to launch financial systems in collaboration with engineering, marketing, and product teams. The role gave him early exposure to cross-functional work and large-scale data environments. “Day one, you’re working cross-functionally,” Ritters tells us. …
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It’s no secret CFOs frequently exit soon after a major acquisition—especially when a larger enterprise takes the reins. But Rene Ho stayed. Ho had been CFO of Taulia, a working capital fintech, when it was still an independent company. After helping lead the firm through its acquisition by SAP, he chose to stay on, guiding the company through integ…
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As Cardinal Health nears its second anniversary since the company’s first investor day under CFO Aaron Alt’s leadership, steady progress has been made in its ambitious transformation. Alt reflects on the company’s trajectory since his appointment, saying, “We’ve deployed several billion dollars in acquisitions to drive our strategy.” This shift hig…
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In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Gillian Munson (Vimeo), Dan Fletcher (Planful), and Chad Gold (FullStory). Each finance leader discusses how AI is reshaping their planning processes, from accelerating automation and revenue generation to t…
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When Matthias Steinberg entered the CFO office at MindBridge in 2022, the audit files displayed on his laptop were already being processed by the company’s own AI. KPMG, he adds, was using the same platform to automate journal‑entry testing—work “traditionally done manual.” That shift marked “a big step toward continuous audit,” Steinberg tells us.…
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When Andrea Hecht walks into a finance meeting, she’s not preparing for earnings calls or shareholder Q&A. Instead, her focus is inward—on aligning every financial decision with a mission that begins and ends with AAA members. CSAA Insurance, where Hecht serves as CFO, operates in 23 states and the District of Columbia. It’s not publicly traded. “W…
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When Tom Egan walks a homeowner through the math—“If your house is worth a million dollars and you owe five hundred thousand,” he says—the traditional options surface quickly: load the balance sheet with a costly home‑equity loan or sell and hope you can find somewhere new to live. That binary choice, he explains, is exactly what Hometap set out to…
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Imagine an accounts‑receivable clerk clicking through four different systems just to finish one routine task. Chad Gold sees that bottleneck instantly. Fullstory’s newly launched Workforce product maps every mouse‑stroke of such employee journeys, then surfaces friction points so companies can “make them more productive, so they can do even more va…
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Broadcasting from Planful’s Perform 25 conference in Miami, CFO Thought Leader presents frontline finance insights in an on‑location special. CEO Grant Halloran rejects the narrative that generative AI replaces people; instead he calls it the only viable antidote to a looming three‑million‑professional accounting shortage and collapsing CPA pipelin…
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When a restaurant’s weekly salmon order suddenly spikes in price, Emma Whelan wants chefs adjusting menus the next morning—not tallying losses a month later. “The system will alert them if the price of salmon (has) gone up unexpectedly,” she tells us, describing MarginEdge’s real‑time cost engine. It is a small but telling vignette from Whelan’s fi…
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When Peloton’s stock debuted in 2019, CFO Jill Woodworth believed the playbook was air‑tight. She had shifted fiscal calendars, re‑segmented reporting and shaped statements that “tell a story,” she tells us. Then COVID hit. Orders “flew nine‑fold overnight,” marketing was switched off, and customer focus narrowed to a single metric: getting bikes f…
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For nearly ten years, Kevin Ingram knocked on S&P’s door, arguing that FM’s A‑plus rating undervalued its balance sheet. Other agencies, such as Fitch, already had the mutual insurer at AA. Each visit, Ingram presented fresh data; each time, the agency hesitated, wary of revising a long‑standing mark. Last summer, six months after FM dropped “Globa…
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When Gillian Munson pictures a Vimeo customer, she doesn’t start with a filmmaker, she imagines an insurance company or a corner grocery store owner uploading a training clip into Vimeo’s ever thirsty player, and hitting publish without ever surrendering control—or ad space—to a third‑party network. That simple embed workflow, she tells us, explain…
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This Planning Aces episode explores how finance leaders navigate volatility without drifting into political cross‑currents like tariffs. Prologis CFO Tim Arndt explains why e‑commerce triples warehouse demand and how real‑estate strategies must adapt. Genworth CFO Jerome Upton shows how disciplined leverage and balanced product exposure turn rate u…
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Bea Ordonez still recalls the whirlwind of her first CFO post: a raw fintech start‑up where, in two short years, she recruited “over a hundred people,” built the processes they would follow and decided what kind of culture would bind them, she tells us. Immersing herself in every workflow taught her that finance leadership begins on the frontline—l…
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Back in the 1990s, Dilip Upmanyu sat in a room filled with servers as he pieced together a homegrown database of costs and SKUs. His employer at the time couldn’t tell which products paid the bills; by dawn, the young financial analyst could. That improvised profitability model, he tells us, still informs his investment mindset today. Upmanyu never…
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A little more than decade ago, Travis Page was hauling gear off a tour bus, criss-crossing the country with indie bands. One late night, sweat-soaked and exhausted, he noticed fans waiting in the rain simply to glimpse their favourite artist. Passion like that ought to power a business, he thought. That backstage epiphany still guides him as CFO of…
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It was Friday the 13th in March of 2020, and Steven Miller was staring at a suddenly irrelevant budget. Hours earlier Warby Parker had shuttered every one of its 280 stores to protect employees and customers. “Remember that plan we just approved?” he asked the leadership team. “Forget it.” In its place he introduced PAR—Pause, Adjust, Redeploy—a fr…
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It was a morning commute Chris Greiner had made hundreds of times before. Living in old Shanghai and working in the city’s sleek business district, Greiner’s daily drive to the Jin Mao Tower often stretched well beyond an hour. But on this particular day, his driver told him they’d arrive in just 30 minutes. Puzzled but intrigued, Greiner went alon…
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Jerome Upton still remembers the silence that descends just before a game begins. As captain of his college team, he’d scan the huddle, gauge nerves, and ask, “What does winning look like today?” “That’s where I learned the power of shared goals,” Upton tells us. Years later, the Genworth Financial CFO opens staff meetings similarly—then hands team…
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