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.

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.