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The podcast featuring finance leaders driving change within their organizations.

Feb 27, 2022

Back in 2017, Casey Woo decided it was time to graduate from early-stage companies.

“What I like to tell people is that as an operator you will be characterized and judged by the age of your businesses,” remarks Woo, who from 2011 to 2017 had served in a succession of finance leadership roles at a number of...


Feb 25, 2022

Brett & Jack discuss how learning and development is one of five key elements of employee engagement – and explore reasons why L&D too often gets overlooked. Featuring the commentary and insights of workplace champions CFO Dave Bernhardt of SentinelOne, CFO Joan Hilson of Signet Jewelers and CFO Herald Chen...


Feb 23, 2022

Looking back on the 28 years that he spent inside IBM’s finance function, Russ Porter notes that his career climb paralleled the evolution of FP&A inside the giant technology provider.

Turn back the clock to the early to mid-1990s and, Porter tells us, many of IBM’s FP&A professionals were more or less serving as...


Feb 20, 2022

After spending 16 years as an equity analyst (the last nine of which at Goldman Sachs), Isaac Ro could not escape the fact that he was busy and bored.

The same work that had once challenged his every faculty had become more or less an exercise in pattern recognition.

“Good management teams are good, and bad ones are...


Feb 18, 2022

Steve and Jack discuss how the goal of planning teams and organizations should always be moving beyond the accepted practices or tools to something better. Featuring commentary and FP&A insights from Planning Aces: CFO Bill Zerella of ACV Auctions , CFO Scott Walker of Clarity Software & CFO Michael High of Deep Water...