logo
episode-header-image
Mar 2023
29m 36s

When Sales is at the Table - A Planning ...

The Future of Finance is Listening
About this episode

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. The hosts also discuss the role of finance in enabling sales, the challenges faced by sales teams, and the importance of financial discipline and visibility in a company’s financials, regardless of market conditions. The episode features insights from other finance leaders, including Teodora Gouneva, CFO of Next Insurance, and Wailun Chan, CFO of Grafana Labs.

Up next
Oct 10
AI's Early Returns - A Planning Aces Episode
In this episode of Planning Aces, host Jack Sweeney and resident thought leader Brett Knowles explore how finance leaders are approaching AI’s early returns—balancing efficiency, experimentation, and human judgment. CFO Craig Foster of Pax8 discusses how AI enablement is driving ... Show More
33m 51s
Oct 8
1133: Finance That Explains (and Scales) the Why | Kimberlee Duval, CFO, Cymbiotika
When Kimberlee Duval arrived at Cymbiotika, the wellness company was preparing a leap few bootstrapped brands attempt—moving from direct-to-consumer to retail shelves. “Our two owners, Charlene and Shahab, have done everything direct,” she tells us. “They wanted to build an organ ... Show More
1h 2m
Oct 5
1132: Infrastructure First: Where AI Actually Adds Up | Steve Sutter, CFO, Celigo
When Steve Sutter joined Celigo five years ago, he stepped into a company positioned not as another SaaS app but as what he calls “the infrastructure, the piping, the plumbing” of business automation. Celigo, he tells us, moves data between systems like Salesforce, NetSuite, and ... Show More
49m 30s
Recommended Episodes
Aug 2023
Introducing Innovators’ Exchange Podcast Series
Introducing the Innovators’ Exchange podcast, hosted by Hiten Patel, Global Head of Financial Infrastructure Technology, and Services at Oliver Wyman. Join Hiten as he engages in insightful conversations with CEOs and founders who are shaping the landscape of financial technology ... Show More
2 m
Feb 2020
Capital Advisory Group Part IV: The Future of ESG Investing
77% of managers said they didn’t know or didn’t think that ESG provided any alpha opportunities, according to a recent client study on ESG by the Capital Advisory Group. In this podcast episode, Kumar Panja, head of J.P. Morgan’s EMEA Capital Advisory Group discusses application ... Show More
14m 57s
Feb 2024
Presenting the income statement
Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.We continue our month of podcasts focused on financial statement presentation hot topics.  In this episode, host Heather Horn sits down with Pat Durbin, a deputy chief accountant in PwC’s Na ... Show More
47m 8s
Aug 2021
Strategic Finance in B2B SaaS - with Bijan Moallemi, Mosaic CEO
Holding key financial leadership roles at Qualcomm and Palantir Technologies by itself positions Bijan Moallemi, Founder and CEO of Mosaic Tech as a uniquely qualified finance leader. Factor in his innovative use of technology and automation to enable more efficient hyper-growth ... Show More
29m 14s
Jun 2022
Andrew Wang on How To Make Smart Financial Investments
Andrew Wang helps people make patient investments. He is a Managing Partner at Runnymede Capital Management, where he helps families and business owners plan their financial futures. He’s been featured in Barrons, Reuters and Investopedia and hosts the podcast Inspired Money. And ... Show More
45 m
Mar 2024
Asset acquisition accounting
Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.We wrap up our miniseries exploring accounting for property, plant, and equipment with a discussion of asset acquisitions. In this episode Host Heather Horn is joined by PwC National Office ... Show More
1 h
Feb 2024
Presenting discontinued operations
Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.We continue our month of podcasts focused on financial statement presentation. In this episode, host Heather Horn sits down with Jay Seliber, a partner in PwC’s National Office specializing ... Show More
40 m
Oct 2021
Global Equities Market Structure: Q3 2021 Update
In this podcast episode, Chloé Wachter, part of J.P. Morgan’s Global Liquidity Solutions team, hosts a conversation with global equities leaders including Simon Wade, APAC Head of Global Liquidity Solutions, Alex Gorodetsky, Head of Americas Liquidity Products and Equities Market ... Show More
21m 46s
May 2023
Opportunities in private equity
What opportunities exist in private equity? Our experts discuss valuations, sector preferences, the secondaries market and more on a new Center for Investment Excellence podcast episode, featuring David Lebovitz, Global Market Strategist, and J.P. Morgan Asset Management's Global ... Show More
27m 16s
Jan 2021
Making Finance Make Sense - Welcome to the Finance & Accounting Show
Finance should not be the most complicated part of your business so let this show help simplify it for you. In this show, we dive into some of the most pressing questions that small business owners have when it comes to the finance and accounting side of their business. Each epis ... Show More
2m 25s