Jan 30, 2022

Twenty-four hours after Brian Kinion’s first earnings call as a CFO of a publicly-traded frim, his aspirations as a finance chief quickly became deflated as Vista Equity Partners made clear its intent to buy the company, a developer of marketing automation software known as Marketo.

“Mine became a very different...

Jan 28, 2022

Brett and Jack discuss how the leadership narrative benefits hiring, and why department hiring budgets may someday soon be replaced. Featuring the commentary and insights of workplace champions CFO Cassandra Hudson of EngageSmart, CFO Nitesh Sharan of Soundhound and CFO Michael High of Shell’s Deep Water Gulf...

Jan 26, 2022

When Nitesh Sharan exited Hewlett-Packard after 15 years of diligent career-building, he assumed—like many seasoned finance executives have done—that his finance skill set would be applicable to just about any industry or company.

However, Sharan recalls that when he stepped into a senior IR and treasury role at...

Jan 23, 2022

When Herald Chen was growing up in a town not far from Pittsburg, he dreamed of someday running the small town’s steel mill. Years later when he was graduating from the University of Pennsylvania, the steel mill no longer occupied Chen’s maturing career aspirations.

“My two job offers were to either go make soap...

Jan 21, 2022

Steve and Jack are joined by friend of Planning Aces Bryan Lapidus, who is today director of FP&A for the Association for Financial Professionals. Bryan discusses 2022 planning priorities, while offering guidance to FP&A teams tasked with helping their organization advance into the new year’s uncertain...