Preview Mode Links will not work in preview mode

An exploration of the best practices and approaches that are helping financial planning and analysis professionals transform industries and organizations at large.

May 3, 2024

  • 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 proactive engagement.
  • Technology and Innovation: There is a strong inclination towards integrating new technologies like AI to enhance the...


Apr 5, 2024


This 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 significant value to organizations. They also emphasize the evolving nature of finance professional interactions and the idea that...


Feb 23, 2024

Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss the strategic efforts of two CFOs leading organizational turnarounds, and a third CFO, who offers key organizational insights from an earlier career chapter. Emphasizing simplification, strategic focus, and leveraging both human insight and technology, Marc...


Jan 26, 2024

This episode of Planning Aces sheds light on the critical role financial leadership and strategic planning plays in guiding companies through turbulent times and the importance of balancing short-term opportunities with long-term strategic planning. Each of the featured finance chiefs faced unique challenges related to...


Dec 31, 2023

Planning Aces Hosts Brett Knowles and Jack Sweeney discuss how AI's integration into FP&A is still in early stages, with many teams 'dabbling' in AI rather than regularly employing it. However, its use has been significant, inspiring creativity and improving team performance.

This episode's conversation emphasizes how...