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Published on:

29th Nov 2024

The FP&A Spectrum: Technology, Culture, and Long-Term Value - A Planning Aces Episode

In this episode of Planning Aces, Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). The discussion explores how these finance leaders are leveraging technology, data, and collaboration to drive decision-making and value creation.

Highlights

  • Sandra Wallach (Amprius Technologies): Focuses on weekly collaboration and direct involvement to optimize supply chain and customer alignment.
  • David Morris (Guardian Pharmacy Services): Shares Guardian's journey to IPO, emphasizing data infrastructure and rigorous planning.
  • David Eckstein (Vanta): Advocates for experimenting with AI tools while showcasing their role in sales efficiency and operational improvements.
  • Brett Knowles: Identifies a "crawl, walk, run" approach to technology adoption and its impact on FP&A as a strategic partner.
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About the Podcast

CFO THOUGHT LEADER
CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations.
We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart their own leadership paths across the enterprise and take inspired action.

About your host

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Jack Sweeney