Ep 41: The FP&A Spectrum: Technology, Culture, and Long-Term Value

Planning Aces

#MBA #Careers #Business #Jack Sweeney #Financialplanning #Finance #Brett Knowles #FPA

1:03:38

Too many entrepreneurs get stuck on the business treadmill, hustling nonstop, unable to scale, and unknowingly stalling their growth. That’s where Dave Ramsey began. After crashing into $3 million in debt, he rebuilt from scratch, turning a small radio program into a national show with millions of listeners. With over three decades of experience in entrepreneurship, business growth, and content creation, he knows what it takes to build a lasting business. In this episode, Dave reveals the six drivers of long-term success, the five key stages of startup growth, and how he balances life as an entrepreneur and a content creator. In this episode, Hala and Dave will discuss: (00:00) Introduction (00:23) The Core Principles of Financial Freedom (05:42) Adapting to Change as a Content Creator (09:22) Balancing Content Creation and Entrepreneurship (12:34) How to Create a Clear Path in Business (15:19) The Truth About Starting a Business Today (18:22) The Six Drivers of Business Success (26:20) Shifting From Tactical to Strategic Thinking (29:44) The Five Stages of Business Growth (41:10) Leading with Care, Clarity, and Accountability (47:10) Identifying the Right Leadership Skills (48:35) Starting a Media Business as an Entrepreneur Dave Ramsey is a personal finance expert, radio personality, bestselling author, and the founder and CEO of Ramsey Solutions. Over the past three decades, he has built a legacy of helping millions achieve financial freedom. As the host of The Ramsey Show , Dave reaches more than 18 million listeners each week. He is the author of eight national bestselling books. His latest, Build a Business You Love , helps entrepreneurs navigate growth and overcome challenges at every stage. Sponsored By: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify OpenPhone: Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at openphone.com/profiting Airbnb - Find yourself a co-host at airbnb.com/host Indeed - Get a $75 sponsored job credit at indeed.com/profiting RobinHood - Receive your 3% boost on annual IRA contributions, sign up at robinhood.com/gold Factor - Get 50% off your first box plus free shipping at factormeals.com/factorpodcast Rakuten - Save while shopping at rakuten.com Microsoft Teams - Stop paying for tools. Get everything you need, for free at aka.ms/profiting LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/profiting Resources Mentioned: Dave’s Book, Build a Business You Love: bit.ly/BuildaBusinessYouLove Dave’s Website: ramseysolutions.com Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap Youtube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Side Hustle, Passive Income, Online Business, Solopreneur, Networking.…

for ca. et år siden 45:20

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In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles explore insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). The discussion highlights themes around technology adoption and data-driven decision-making. Sandra Wallach emphasizes the importance of hands-on involvement, leveraging weekly meetings and direct collaboration to stay aligned with supply chain and customer needs. David Morris reflects on Guardian's long-term journey to IPO, underscoring rigorous planning processes, investment in data infrastructure, and a methodical approach to decision-making. David Eckstein examines AI’s transformative potential, advocating for measured experimentation while noting its current success in streamlining sales and operational processes. Brett Knowles identifies an overarching narrative of incremental technological adoption, comparing CFOs’ approaches to “crawl, walk, and run” stages. The episode underscores the evolving role of FP&A as a strategic partner, balancing technology with organizational culture and long-term value creation.

43 episoder

Planning Aces

Ep 41: The FP&A Spectrum: Technology, Culture, and Long-Term Value

Planning Aces

published for ca. et år siden

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MP3•Episode hjem

43 episoder

#MBA #Careers #Business #Jack Sweeney #Financialplanning #Finance #Brett Knowles #FPA

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Planning Aces

1
Ep 43: The ROI Equation for AI Starts Here 43:48

for 4 weeks siden43:48

43:48

In this episode of Planning Aces , three forward-looking finance leaders share how they’re transforming planning and forecasting inside their organizations. CFO Kevin Rhodes of Extreme Networks discusses the dual lens through which he evaluates AI—external monetization and internal productivity. Brendon Sullivan, CFO of 2X, reveals how a post-PE investment reality check led him to pioneer a weekly reporting cadence to drive faster decision-making. Meanwhile, Gabi Gantus of Mytra AI draws on her Tesla FP&A roots to illustrate how finance can lead long-term operational planning. Brett Knowles joins Jack Sweeney to unpack key insights and the broader implications for FP&A.…

Planning Aces

1
Ep 42: From Misaligned Commissions to Unified Goals 36:06

for 17 weeks siden36:06

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In our latest Planning Aces episode of CFO Thought Leader , Jack Sweeney teams with FP&A veteran Brett Knowles to spotlight three finance leaders tackling one of business’s most critical challenges: aligning sales, operations, and finance around a common goal. First, Orion Innovation CFO Cyrus Lam recalls how transparent metrics and well-crafted incentives helped double profit margins by bridging the gap between sales and delivery teams. Then, Jellyfish CFO Joanne Cheng reveals the power of being a “connector”—a finance leader who unifies fast-scaling startups by integrating hires, systems, and processes from day one. Finally, Cribl CFO Zach Johnson shares his “three P’s” framework—precision, predictability, and performance—spotlighting how open communication and unit economics training can shape a company’s culture and boost long-term value. Throughout, Brett Knowles offers revealing insights into how CFOs can develop organizational trust, adopt strategic compensation models, and champion cross-functional collaboration to drive sustainable growth.…

Planning Aces

1
Ep 41: The FP&A Spectrum: Technology, Culture, and Long-Term Value 45:20

for 21 weeks siden45:20

45:20

In this episode of Planning Aces , co-hosts Jack Sweeney and Brett Knowles explore insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). The discussion highlights themes around technology adoption and data-driven decision-making. Sandra Wallach emphasizes the importance of hands-on involvement, leveraging weekly meetings and direct collaboration to stay aligned with supply chain and customer needs. David Morris reflects on Guardian's long-term journey to IPO, underscoring rigorous planning processes, investment in data infrastructure, and a methodical approach to decision-making. David Eckstein examines AI’s transformative potential, advocating for measured experimentation while noting its current success in streamlining sales and operational processes. Brett Knowles identifies an overarching narrative of incremental technological adoption, comparing CFOs’ approaches to “crawl, walk, and run” stages. The episode underscores the evolving role of FP&A as a strategic partner, balancing technology with organizational culture and long-term value creation.…

Planning Aces

1
Ep 40: From Constraints to Collaboration 43:28

for 25 weeks siden43:28

43:28

In the latest Planning Aces episode, hosts Jack Sweeney and Brett Knowles discuss how finance leaders are elevating FP&A as strategic partners within organizations. Featuring insights from CFOs Regi Vengalil, Matt Steinfort, and Isabelle Winkles, the episode highlights themes like the importance of reliable data, setting constraints to enhance strategic planning, leveraging AI in finance, real-time collaboration, and educating business units. The CFOs emphasize Finance's role in guiding better decision-making and aligning organizational goals.…

Planning Aces

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Ep 39: Simplifying the Complicated and the Complex: FP&A Strategies Across Industries 43:58

for 30 weeks siden43:58

43:58

In this episode of Planning Episodes hosted by Jack Sweeney and Brett Knowles, three CFOs—Don McGuire of ADP, Scott Blackley of Oscar Health, and Patrick Fleury of TeraWulf—share their insights on financial planning and analysis (FP&A), with a focus on navigating complex business environments. Through their stories, listeners will gain a deeper understanding of how these finance leaders simplify intricate financial models, communicate effectively with stakeholders, and align strategic decisions with business growth. The episode explores how each CFO approaches financial clarity amidst volatility, balancing short-term challenges and long-term opportunities, offering actionable insights for managing complexity in today’s fast-evolving markets.…

Planning Aces

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Ep 38: Strategic Relationship Building in FP&A 42:02

for 34 weeks siden42:02

42:02

In this episode of Planning Aces, Jack Sweeney and Brett Knowles discuss the evolving role of FP&A professionals, emphasizing the importance of relationship-building and strategic collaboration within organizations. As summer ends and fall approaches, Brett predicts a surge in business activity, particularly as companies rush to meet year-end objectives. The conversation highlights the decline in travel post-COVID, with more business being conducted via web meetings, though these are often less effective than in-person interactions. Brett underscores the need for FP&A teams to prepare thoroughly for meetings and to foster diverse thinking to achieve better outcomes. The episode also explores the challenges of integrating acquisitions, the significance of continuous improvement, and the evolving responsibilities of FP&A leaders. Ultimately, the discussion centers on the importance of strategic relationships, effective communication, and adaptive leadership in navigating today’s complex business environment.…

Planning Aces

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Ep 37: Navigating Communication Challenges 45:40

for 39 weeks siden45:40

45:40

Brett & Jack discuss the commentary and insights of three accomplished CFOs (Sandeep Aujla from Intuit, Shelagh Glaser from Synopsys, and Seth Wunder from Acorns), while highlighting their distinct approaches to strategic finance, organizational structure, communication, and business growth. While all three Planning Aces highlight the importance of strategic finance and organizational efficiency, their reflections differ in focus. Aujla emphasizes the integration of finance with business strategy, Glaser focuses on aligning investments with strategic goals and improving communication with investors, and Wunder highlights the importance of team collaboration and simplifying communication across different domains. Each CFO offers unique insights into how finance can drive business success in their respective companies.…

Planning Aces

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Ep 36: Standardize, Streamline & Scale 36:28

for 43 weeks siden36:28

36:28

On the latest episode of Planning Aces three dynamic CFOs—Robert Cornella (RNDC), Karen Williams (American Express Global Business Travel), and Tony Querciagrossa (Pinstripes)—share a menu of FP&A insights and experiences. Robert Cornella emphasized the importance of understanding value chain economics and achieving operational harmony within complex mergers. His experience at Coca-Cola highlighted the necessity of predictable revenue streams and balanced incentives for long-term investment. Karen Williams brought a fresh perspective on utilizing data. She stressed the need for a proactive approach in gathering and analyzing diverse data sources, alongside encouraging self-sufficiency within teams using different technology tools. Her focus on customer feedback underscores the value of real-time insights in shaping business strategies. Tony Querciagrossa reflected on his entrepreneurial journey, underlining the benefits of working in smaller companies where exposure to various business aspects is inevitable. His pivotal moment at Medline illustrated the significance of aligning financial support with organizational needs, fostering a collaborative environment to solve broader business problems. Hosts, Sweeney and Knowles, highlight the shared themes of data curiosity, the evolving role of finance in operational decisions, and the importance of cross-functional competencies.…

Planning Aces

for 4 years siden46:52